Test

Name

Address

Home Phone Number

Mobile Phone Number

Email Address

Date Of Birth

Occupation

Marital Status—Please choose an option—MarriedSingleSeparatedDivorcedWindowed

Do You Smoke?—Please choose an option—NoYes

Current Health

Known Future Changes to your Circumstances?

Name

Home Phone Number

Mobile Phone Number

Email Address

Date Of Birth

Occupation

Marital Status—Please choose an option—MarriedSingleSeparatedDivorcedWindowed

Do You Smoke?—Please choose an option—NoYes

Current Health

Known Future Changes to your Circumstances?

Employment Status —Please choose an option—EmployeeSole TraderRetiredNot Working

Name of Employer (if applicable)

Base Salary

Annual Bonus

BIK

Additional Benefits (RSU’s Car allowance etc.)

Gross Income Per Annum

Name & Address of Business (if applicable)

Employment Status —Please choose an option—EmployeeSole TraderRetiredNot Working

Name of Employer (if applicable)

Base Salary

Annual Bonus

BIK

Additional Benefits (RSU’s Car allowance etc.)

Gross Income Per Annum

Name & Address of Business (if applicable)

Main Residence

Value

Outstanding Mortgage

Loan Type

Lender

Rate

Remaining Term

Other Properties

Current Savings

Savings Objective & Requirement

Length of time you require the product?

Is there any particular insurance company you would have preference for?

Do you have an emergency fund built up? —Please choose an option—YesNo

If yes how much?

With which institution

What is your attitude to risk? (1 = lower risk, 7 = higher risk)—Please choose an option—1234567

How important is capital security to you? (1 = low importance, 7 = high importance)—Please choose an option—1234567

NO RISK: indicates a guarantee of Capital with the likelihood of a small gain.
LOW RISK: indicates a guarantee of Capital with potential for modest growth.
MEDIUM RISK: indicates a possible loss of some Capital in return for good potential growth in the medium term.
HIGH RISK: indicates potential significant loss of Capital in return for potential high growth.

We would like to assess your sustainability preferences before making any investment recommendation. A sustainable investment product is where a product is sold as promoting environmental or social characteristics.

Have you any sustainability preferences? —Please choose an option—YesNo

If Yes, which of the following are you interested in

Sustainability and Environmental FactorsSocial FactorsCorporate Governance Factors

Is there an area or sector you would not like us to invest in?

Life Assurance, Income Protection, Specified Illness Cover

Life Assurance, Income Protection, Specified Illness Cover

Does your employer have a Pension Scheme?—Please choose an option—YesNo

Existing Pension Plans

At what age do you plan to retire?

What is your desired Income in Retirement?

Pensions Needs & Requirement

Insurance Company Preference

Have you made a Will?—Please choose an option—YesNo

Does your employer have a Pension Scheme?—Please choose an option—YesNo

Existing Pension Plans

At what age do you plan to retire?

What is your desired Income in Retirement?

Pensions Needs & Requirement

Insurance Company Preference

Have you made a Will?—Please choose an option—YesNo