Under the terms of the Financial Services & Markets Act 2000, we are required to know our clients before making financial planning and investment recommendations. All information provided is treated in the strictest confidence and is used solely to enable us to give you 'Best Advice'.

Personal Details

	Your Details	Spouse's Details
TitleMR/MRS/MISS/OTHER (please state)
Surname
First Names(in full)
Marital Status
Address
Post Code
Telephone(Home)
Telephone(Work)
Email
Fax
Date of Birth(dd/mm/yy)
State of Health
Residency Status(ie UK or abroad)
Domicile Status
Number of children
Childrens Date of Birth
Occupation
Are you	Employed Self-Employed Private Company Director Retired Other	Employed Self-Employed Private Company Director Retired Other

Income Details

Date current employment started(dd/mm/yyyy)
	Self Net or Gross $/£/€/Other - please specify	Spouse Net or Gross $/£/€/Other - please specify
Salary
Occupational Pension
State Pension
Any other income

Assets

	Self $/£/€/Other - please specify		Spouse $/£/€/Other - please specify
	Capital	Income Net or Gross	Capital	Income Net or Gross
Main Home
Cash/Bank Deposit
Quoted Stocks, shares, Investment funds - attach current portfolio if applicable
Other
TOTALS

Liabilities

	Amount	Payment	Amount	Payment
Mortgage
Mortgage Maturity Date
Other

Amount Available for Investment

Lump Sum $/£/€/Other - please specify
Regular Sum $/£/€/Other - please specify	Per Month Per Year

Investment Priorities(Please tick your priorities)

	Increase spendable income After tax Income Needed ($/£/€/Other - please specify) Capital Growth Balance between Income & Capital Growth
Other(Please Specify)

Your Attitude to Risk

It is important for us to understand how much risk you are prepared to accept in order to achieve your investment aims. However, risk is subjective and a tick box approach would not tell us much about what risk means for you. Instead please describe how much risk you feel is appropriate for your investments:

Investment Restrictions

Please let us know if you do not want to invest in any particular areas:

Additional Information

Please provide any additional information you feel is relevant to your circumstances and requirements: (expected inheritances, future plans)