Apply - Assets and Liability Form.

T: 0161 312 56 56

Please fill out as much information as possible.
Please note that any false or incorrect information could invalidate your loan or cause you to breach your loan conditions.

Borrower name:

Surname:

Date:

Date of Birth:

Property and Portfolio
	Property Portfolio	Estimated Value	Outstanding Mortgage	Lender	Account Number	Outstanding 2nd Charge	Registered Owner(s)
1
2
3
4
5
6
7
8

Assets
	Assets – Cars, boats, planes, bonds, investments, shares, ISAS	Value	Loan / Finance	Net Equity
1
2
3
4
5
6

Assets - Bank Accounts
	Assets - BANK ACCOUNTS	Current Balance	Overdraft Limit	Bank Name
1
2
3
4
5

Liabilities - Debit Cards
	Liabilities - DEBIT CARD	Current Balance	Overdraft Limit	Bank Name
1
2
3
4
5

Liabilities - Credit Cards
	Liabilities - CREDIT CARD	Current Balance	Overdraft Limit	Bank Name
1
2
3
4
5

Liabilities - Loans
	Liabilities - Unsecured Loans, Higher Purchase, Finance	Amount	Loans Limit	Lender
1
2
3
4
5

Tax Liability, Personal Income Tax
	Tax Liability, Personal Income Tax	Amount	Credit Limit	Lender
1
2

I am an introducer or broker acting on behalf of this applicant

Introducer / Broker

Name

I/We confirm that we hold due authority from our client, being the Applicant(s) referred to in this form, to submit this Application Form on their behalf, and that the information presented is true and accurate being based on information presented to us by our client. I/We also confirm that the Applicant may be contacted directly at any stage during the application process by Somo or the Lender direct.

I agree to the declaration

Declaration

In order to advise and underwrite you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.

Data Protection

I consent to the information you hold about me being processed and held on computer or paper files.

I consent to any information that I give to be disclosed to third parties e.g. credit reference agencies and product providers for the purpose of my application.

I confirm that I have the permission of any other person mentioned to provide any information contained in this document.

I confirm that this declaration has been signed in the UK and that I am a UK resident.

I consent to the data being checked and / or disclosed to the regulatory authorities as part of compliance monitoring activities.

Declaration and consents:

DO NOT SIGN THIS DECLARATION UNLESS YOU ARE ENTIRELY SATISFIED. IF YOU HAVE ANY QUESTIONS OR ARE NOT SATISFIED WITH ANY ASPECT, ASK YOUR ADVISER FOR ASSISTANCE BEFORE SIGNING THIS OR ANY OTHER MORTGAGE FORM (NEVER SIGN A BLANK FORM).

I / We agree that this information is to the best of my / our knowledge, a true record of my / our discussions with the adviser. I / We understand that non-disclosure or giving incorrect information will affect the advice to be provided, which is specific to my / our needs. I / We accept that this information relates only to mortgage and non investment insurance advice, (it is not a fact find for investment advice regulated under the Financial Service & Markets Act 2000).

I / We confirm that the personal, sensitive and confidential information provided by me / us, can be disclosed and copied retained on file, by the adviser for the purposes of arranging mortgage and non-investment insurance products on my / our behalf and that I / we have read this completed Fact Find before signing below.

I / We declare that the income figure(s) that I / we have stated is a true and accurate representation of my / our current situation.

I am / We are aware that entering into any additional financial commitments of any kind, during the period of the mortgage, when I / we have not received any corresponding increase in my / our income could affect the ability to meet the mortgage repayments as they fall due.

I am / We are aware that my house may be repossessed with a failure to keep up with repayments of the loan.

Data Protection

For the purposes of the Data Protection Act 1998 the firm will be the data controller responsible for the processing of information provided by you on this form or any other documentation. The firm will hold this information securely either, in paper format or electronically. It will not be passed on to other organisations without your express consent. Under Data Protection regulations you are entitled, on payment of a fee to cover costs, to a copy of personal information we hold about you.

I / We hereby consent that any information I / we provide, including sensitive personal data such as health and medical records, may be disclosed to third parties, e.g. credit reference agencies and medical practitioners, for the purpose of obtaining a quotation or processing my / our application(s) only where relevant to the particular policy, but for no other purpose.

I / We hereby consent to any Lender / Product Provider or other relevant party disclosing information other than further medical details to the Adviser or Appointed / Authorised Representative in order to administer my / our application(s). I / We understand that any consent given by me / us may be withdrawn by me / us at any time in writing.

Credit Referencing

I / We hereby consent to any Lender / Product Provider or other relevant party, in considering my / our application(s), to search my / our record(s) using a credit reference agency to obtain credit information as well as information from the Electoral Register. A credit scoring or other automated system may be used. The agencies will record details of any search(es) whether or not the application(s) proceed(s), this will be seen by other organisations carrying out later searches. You have a legal right to access information held by credit reference agencies. This can be obtained, on payment of a fee, direct from the agency.

Apply - Assets and Liability Form.

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