Fact Find for Future Insight Group

Online Fact Find

Please complete the following on-line Fact Find as instructed by Blenheim Global Assets.

The starting point of the investment process is to ‘know your customer’.

Our fact find is extensive to ensure that any proposal is suitable and appropriate for our client’s circumstances.

As well as taking account of a client’s personal and financial situation, our fact find covers broader attitudes and values, and level of experience and knowledge about investing and risks associated with investing.

Having established goals and expectations, Blenheim Global Assets can begin to consider issues such as maximising tax-efficiency, the need for access to capital and the level of flexibility required in investment selection.

Personal Details

*denotes required field


Client

*Title

*FULL Name

Previous Surname/Maiden name:

Date of birth:
- -

Marital Status

Nationality

NI Number



Spouse

Title
FULL Name

Previous Surname/Maiden name:

Date of birth:
- -

Marital Status

Nationality


*Home Phone Number

*Mobile Phone Number

*Email

*Address & postcode

Country of Residence:

How long are you staying?

Where to next?

Where are you tax resident?

Children & Dependants


Employment Details

Property Details

Assets & Liabilities

Pensions

Investment Profiling & Asset Allocation

Financial Planning

Financial Understanding

With reference to previous experience of advice received and products purchased, and established that you have

Thank you for completing the form

Any additional comments

Client Declaration

The information provided in this fact find is complete and accurate to the best of my/our knowledge.

I/We have provided this information understanding that it is used to form the basis of any advice and recommendations made and that I/we are not under any obligation to take up any recommendations made.

I/We understand that recommendations may be made which involve a regular financial commitment or the investment of capital. Accordingly, I/we understand that I/we must be sure of my/our ability to meet that commitment having given consideration to all other expenditure and the provision for any emergencies, which may require access to funds.

I/We give permission for this information to be used for the preparation of my/our financial plan and understand that the investment recommendations will be based solely on the information supplied in this form.

I/We consent to receive any product brochures, technical specifications and any other relevant information on the products that the adviser may recommend electronically via email.

By submitting this Fact Find, you are confirming that you have read and fully understood our Privacy Policy which is available on our website. The Company complies in accordance with the Provisions of the Processing of Personal Data (protection of the Individual) Law of 2001 and the General Data Protection Regulation (GDPR) (EU) 2016/679 effective from May 2018.

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