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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

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