Annual Review Fact Find

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Thank you for taking the time to complete this annual fact find. The information you are about to provide us with is essential to ensure we are providing you with the highest quality of ongoing finacial advice. The fact find should take no more than 10 minutes to complete.
Is this a single or joint review?
Name:
Name of joint applicant:
Have your email address or contact number changed in the last 12 months?
Please provide us with your new address:
Has your postal address changes in the last year?
Please provide us with your new address:
Income - Applicant 1
What level of income have you received in the current tax year?
Is this gross or net of income tax?
Have you received any dividend income?
Please provide details?
Have you received any investment income or interest?
Please provide details?
Have you made any Capital Gains from the sale of assets?
Please provide details?
Income - Applicant Two
What level of income have you received in the current tax year?
Is this gross or net of income tax?
Have you received any dividend income?
Please provide details?
Have you received any investment income or interest?
Please provide details?
Have you made any capital gains from the sale of assets?
Please provide details?

Investments
Have you made any investments that Capital Wealth Partners are not aware of?
Please provide details?
Have you sold any investments that Capital Wealth Partners are not aware of?
Please provide details?
Is there anything else about your investments you would like to make us aware of?
Please provide details?
Are you still happy with your attitude to risk or would you like to re-assess this at your next review?
Estate Planning
Have you made any purchases such as buy-to-let property, a holiday home or a larger capital item that will add to the value of your estate?
Please provide details?
Have you taken out any life insurance policies?
Please provide details?
Have you cancelled any life insurance policies?
Please provide details?

In accordance to the General Data Protection Regulations I consent to my submitted data being collected and stored.*
- I consent
Finally, is there anything else that you feel you need help with, or would like to discuss with us at your next financial review?
Please provide details?

Income - Applicant 1