Confidential Client Profile

Personal Financial Planning: Fact Find

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INDEX
SECTION 1 PERSONAL DETAILS
SECTION 2 INCOME, ASSETS & LIABILITIES
SECTION 3 FINANCIAL PLANNING & ANALYSIS
SECTION 4 FINANCIAL PRIORITIES CHECKLIST
SECTION 5 AGREED ACTION PLAN
Confidential Client Profile

Personal Financial Planning

Client name:
Mobile number:
Landline number:
Emergency contact number:
Personal email:
Work email:
Preferred email contact:
City / Country:
Correspondence address:
Advisor name:
Date completed:
I/We agree to providing Invinance Advisory Services LLC-FZ with the answers to the questions contained within this document (unless otherwise stated on the form) to enable me/us to receive financial planning advice. I/we further understand that the information provided will be used solely for the purpose for which it has been provided and will be subject to relevant data protection legislation, and can be accessed by me/us on request.
SECTION 1 – PERSONAL DETAILS
Family DetailsSelfPartner
Title / Full name
Age / D.O.B.
Marital status
Nationality
Country of residence
Employer
Occupation
Residential address
How long offshore?
Planning to remain offshore?
Who makes financial decisions?
Health conditions:
Are you, or your family member a Politically Exposed Person (PEP)?
Children / Dependents
#NameAgeM/FSchool / University
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2
3
4
Do you have sufficient savings in place for your children's education?
SECTION 2 – INCOME, ASSETS & LIABILITIES
Income Details
Monthly / AnnualsSelfPartner
Basic earned income
Bonus / Commission
Housing allowance
Investment income
Other (incl. pension)
Total income
Expenditure Details
Monthly / AnnualsJoint Expenditure
Accommodation costs (incl. utilities)
Food
Travel (car / flights)
Living / Entertainment / Holidays
Fixed bills (loans / credit cards / lease payments)
Savings / pensions / insurance premiums
Other
Total monthly expenditure
Monthly / Annual Disposable Income:
Liabilities (Non Mortgage Debt)
#Company / Loan ProviderPurpose of LoanHeld ByCurrencyMonthly RepaymentAmount OutstandingFinal Repayment Date
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2
3
4
5
Total Liabilities
Personal Balance Sheets
A. Short Term Assets (i.e. Bank and Cash Deposits)
#Account ProviderLocationCurrencyValueInterest %
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9
10
Total Short Term Assets
B. Medium / Long Term Assets (unitised investments, mutual funds, equities, savings plans, pensions, retirement provisions, etc.)
#Details of Asset / InvestmentLocationCurrencyIncomeCurrent Value
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2
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8
Total Medium/Long Term Assets
C. Property Assets
#Details of PropertyPurchase DatePurchase ValueIncome ReceivedCurrent ValueMortgage OutstandingMonthly Debt Costs
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3
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8
Total Property Assets
Total Net Value of Assets
D. What foreign exchange (FX) platform do you currently use, if any?
E. When you are travelling, do you use a multi-currency card?
F. Family Security & Protection
#Insurer & Policy DomicilePolicy HolderPolicy TypeTermPremiumLife Cover Sum AssuredCritical Illness Sum Assured
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2
3
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6
Total Cover
Do you have life insurance?
Smoker?
G. Wills / Succession Planning
Do you have a Will in place?
When was it last reviewed?
Who are the beneficiaries?
SECTION 3 – Financial Planning, Analysis and Objectives
At what age are you likely to retire?
Where do you plan to live at that time?
What kind of lifestyle / hobbies will you enjoy?
In today's terms, what level of income would you like in retirement?
SECTION 4 – Financial Priorities Checklist
Client Introductions
#Contact NameDetails
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Client Consent for Invinance Advisory Services LLC-FZ to Provide Advice
Signature:
Date:
Signature:
Date:
Adviser Signature:
Date:
SECTION 5 - Agreed Action Plan
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Invinance Invinance Advisory Services LLC-FZ Meydan Grandstand, 6th floor, Meydan Road, Nad Al Sheba, Dubai, U.A.E.

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