Personal Objectives Form

PERSONALOBJECTIVES FORM

Personal Details

Please enter your full name (required). There is no need to fill in every other field: only mention the details that have changed.

If you need to notify us of changes to your personal details, please our other form.

Personal Details Form

Lifestyle Objectives

Tell us about any major lifestyle changes that could have a potential impact on the outcome of any financial goals you had in place.

This could be things like:

Changing jobs
Having a child
Getting married or divorced
Receiving an inheritance
Buying a property
Caring for ageing parents

Financial Objectives

Tell us about any major changes to your financial objectives that have happened since we last reviewed your situation.

This could be things like:

Your investment time frame has changed
Your retirement income needs have changed
Large and unexpected bills

Financial Objectives

Wage, Salary and Pension Income

Income Earner

Source of Income

Amount

Purchase/Sale of investments other than via Wealthcorp

Holder

Investment

Amount

No. of Units

Purchase Date

Sale Date

Have you purchased or sold any lifestyle assets since our last review?

Date

Asset

Amount

Purchased/Sold

Owner

If you hold any personal insurance cover not arranged by Wealthcorp, please update the schedule below

Policy Holder

Amount of Cover

Provider

Annual Premium

Changes to, or newly created, liabilities (including providing a personal guarantee)

Amount

Lender

Interest Rate

Monthly Payment

Business/Personal

Personal Gaurantee?

Current Investment property particulars (net amounts excluding rates, agent fees, etc.)

Property

Value

Net Rental Income(Per annum)

Holder

I / we accept the acknowledgements below

OURACKNOWLEDGMENTS

Information in this form

The information provided in this form (Wealthcorp Update Questionnaire) is complete and accurate to the best of my/our knowledge (except where I/we have indicated that I/we have chosen not to provide the information).

I/We understand and acknowledge that by either not fully or accurately completing the Wealthcorp Update Questionnaire, any recommendation or advice given by the planner in these circumstances may be inappropriate to my/our needs and that I/we risk making a financial commitment to an investment policy that may be inappropriate for the needs identified.

FINANCIALSERVICES GUIDE

We Create a Seamless Experience

I/We have read and understood the Financial Services Guide Part 1 and Part 2, prior to obtaining financial advisory services and/or recommendations.

Download the financial services guide for Ian Davies (Wealthcorp) Download the financial services guide for Ash Nicol (Kingston Wealth) Download the financial services guide for Ash Nicol (Wealthcorp)

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