Re-Mortgage Questionnaire

CONFIDENTIAL

Your Choice Mortgage Services Ltd

Mortgage & Protection Specialists

The Old Barn,

The Bridge, Lower Eashing,

Godalming, Surrey

GU7 2QF

Telephone 0800 3893796 Fax 01483 420940

Your Choice Mortgage Services Ltd. Registered in England Number: 4548433

Registered Office: The Old Barn, The Bridge, Lower Eashing, Godalming, Surrey, GU7 2QF

Your Choice Mortgage Services Ltd is an appointed representative of TenetLime Limited which is authorised and regulated by the Financial Services Authority

CLIENT NAME:

Advisor Name:Steven Pearman

Date Completed:

Section 1 - Personal Details
Client 1 / Client 2
Surname
First & Middle Names
Title
Relationship to Client 2
Maiden Name / Date of Marriage
Date of Birth
State of Health
Smoker / Yes / No / Yes / No
Home Address
Postcode / Postcode
Date Moved in
Telephone -Home
Telephone - Business
Telephone - Mobile
E. Mail
Section 1.2 - Occupation
Client 1 / Client 2
Occupation
Employers Name
Start Date
Employers Address
Postcode / Postcode
Telephone Number
Basic Salary
Commission
Bonus
Allowances
Gross Income last P60
If less than three years in your current employment please complete below
Previous Employers Name
Start Date
Previous Employers Name
Start Date
Previous Employers Name
Start Date
Section 1.3 - Financial Dependants

Name

/ Age / Relationship
Section 2 – Expenditure
Applicant 1 / Applicant 2
Average monthly take home / £ / £
Government paid benefits i.e / £ / £
Child Benefit, Working tax credit,

Outgoings

Council Tax

/ £ / £
Gas, Electricity, Water / £ / £
Telephone, Internet, TV subscription / £ / £
Mobiles / £ / £
Current Rent / £ / £
Food & Drink / £ / £
Clothing / £ / £
Pets Costs / £ / £
Medical (Repeat Prescription etc) / £ / £
Child Care and Education / £ / £
Petrol / Car Maintenance
Car Insurance / Road Tax / £ / £
Savings / £ / £
Buildings Insurance / £ / £
Gym / £ / £
Personal Pension / £ / £
Clubs / £ / £
Section 2.1 – Credit Cards
Provider / Outstanding Balance / Credit Limit / Whose Card
Section 2.2 – Personal / Unsecured and Interest Free Loans
Provider / Original Loan / Outstanding
Balance / Start Date / Monthly Payment / Whose Loan
Section 2.3 – Bank Details
Main Bank / Santander / Santander
Bank Address
Postcode / Postcode
How long have you been with?
Preferred Direct Debit Date?
Amount of savings?
Section 3 – Property Details

Main Residence

Date of Purchase / Please detail any improvements you have made
Style of Property
Year Built
Number of Bedrooms
Garage
Any Outbuildings
Purchase Price

Please provide 3 years address history by using the Additional information section at the back if needed.

2nd Property / BTL

Date of Purchase / Property Address
Style of Property
Year Built
Number of Bedrooms
Garage
Any Outbuildings
Current Monthly Rent
Purchase Price
Section 4 – Current Mortgage Details
Main Residential Mortgage / 2nd Mortgage
Mortgage Lender
Account Number
Lenders Address
Postcode / Postcode
Telephone Number
Current Interest Rate
Monthly Payment
When redemption penalties expire
When mortgage started
Starting Balance
Current Balance
Initial Term of Mortgage
Section 5 – Buildings & Contents
Insurance Company / Monthly Premium / Renewal Date / Years no claims / Accidental Damage / Legal Cover/ 24 hour call out
Details of any claims
Section 5.1 – Personal Protection
Insurance Company / Monthly Premium / Start Date / Policy Term / Life Cover Amount / Critical Illness Amount / Whose Policy
Section 6 – Your Opinions
Ideal Monthly Budget /
£
/ Please provide details of anticipated changes in your disposable income
Ideal Fixed or tracker Term / 2 – 3 – 5 – 10
When do you foresee moving again?
Repayment or Interest only?
What term would you like the mortgage over?
Do you expect your income to rise over the next five years? / Yes / No
If yes by how much a year? / £
Do you expect your income to reduce over the next five years? / Yes / No
If yes by how much a year? / £
Section 7 – Additional Information