The White Ensign Association

FINANCIAL FACT FIND QUESTIONNAIRE

Please complete the Financial Questionnaire below and send the form to us by clicking Submit Form. Upon receipt we may invite one or more of our professional independant financial advisors to contact you directly.

Alternatively, please download the FFFQ spreadsheet and complete using MS Excel or by printing and in block capitals with a pen.

Date: (required)

Full Name: (required)

Rank/Rating (Former Rank): (required)

Contact Address: (required)

Telephone: (required)

Email: (required)

Unit/Base Port - Enter RETIRED if no longer in Service: (required)

UK Resident: (required)  yes no

Date of Birth: (required)

National Insurance No: (required)

Married: (required)  yes no

Spouse DoB:

Children and ages: (if dependent)

PART I - ANNUAL INCOME

Single or Joint Income: (required)  single joint

Earned:

Or Expected (after leaving the Service):

Pension:

Other Income: (e.g. Property / Investments)

Total: (required)

PART II - VALUE OF PRINCIPAL ASSETS

Cash & Deposits (incl Gratuity):

ISAs:

Gilts and Fixed Interest:

Investment Trusts/Unit Trusts:

Bonds:

Equities:

Home Value:

Other Property:

Totals:

Insurances / Endowments

Sum Assured

£: Tied1:  yes no

Mat Year:

£: Tied2:  yes no

Mat Year:

£: Tied3:  yes no

Mat Year:

PART III - PRINCIPAL LIABILITIES

Mortgage:

Other Loans:

Other Principal Regular Commitments:

PART IV - RISK PROFILE AND INVESTMENT OBJECTIVES

Risk Profile for Investment: (please select)
 Cautious (Low) LM M (Balanced Medium) HM Aggressive (Higher)

Investment Objectives: (Score out of ten)

Preservation of Capital: please select1 (low priority)2345 (medium priority)678910 (high priority)

Long Term Capital Growth: please select1 (low priority)2345 (medium priority)678910 (high priority)

Income: (regardless of future employment) please select1 (low priority)2345 (medium priority)678910 (high priority)

Tax Efficiency: please select1 (low priority)2345 (medium priority)678910 (high priority)

 Other: (Please tick and expand in the box below)

Specific advice required / Additional notes / Comments:

DISCLAIMER

The White Ensign Association is a charity and its prime aim is to act in the best interest of all it assists and guides. The Association is not authorised under the Financial Services and Markets Act 2000 to give "financial 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.