THEWHITE ENSIGN ASSOCIATION
Financial Fact Find Questionnaire
Please complete this form, print it and send it to White Ensign Association Ltd to receive financial advice.
Important The Association is not authorised under the constraints of the Financial Services and Markets Act 2000 to give "investment advice". Accordingly when the Association arranges for advice and recommendations to be supplied by professional investment firms and financial advisors, and on occasions discusses the advice and recommendations with you, it does so in good faith but without accepting any legal responsibility or liability for the advice and recommendations supplied or for any reliance placed thereon.

Rank/Rate/Title:                                  Name in full:

                    

Contact information
(if you are happy for financial advisers to contact you direct):		 Address:
 
 
Post code:
Telephone:
Email:
UK resident:  yes   no Date of Birth: Nat Ins No   
Married:   yes    no Spouse DoB
Children & Ages if dependent:
I ANNUAL INCOME Self £ Spouse £
Earned (RN)
or expected (after leaving:)
Pension
Property Rental
Total
II VALUE OF PRINCIPAL ASSETS
Cash & Deposits
TESSAs/Cash ISAs
Gilts(Fixed Interest)/Nat Savings
Equity PEPs/ISAs
Unit/Investment Trusts
Corporate Bonds PEPs
Insurance Bonds
Stocks & Shares
Home value £    
Total
Insurances & Endowments    
Sum Assured & whether tied Maturity Year Maturity Year
£   y   n 
£   y   n 

£   y   n 
III PRINCIPAL LIABILITIES  
Mortgage
Other Loans
Risk Profile for investment (pl. tick) Cautious Balanced Aggressive
Investment Objectives Preservation of Capital out of ten
Long Term Capital Growth out of ten
Income out of ten
Tax Efficiency out of ten
Other (please tick)    Pensions Tax Planning Mortgages Inheritance Tax School Fees
Aditional notes/comments