INVESTMENT 9 INVESTMENT 10 INVESTMENT 11 INVESTMENT 12 Owner (Client 1 / Client 2 / Joint) Provider Type of investment (Unit trust, OEIC, ISA, Bond) When opened? Original investment Fixed term? Yes / No Yes / No Yes / No Yes / No Maturity date (If applicable) Regular income or Yes / No Yes / No Yes / No Yes / No withdrawals taken? Current value or last £ £ £ £ known value Please provide details of any one off or regular withdrawals/incomes you have received or continue to receive from any of the above investments, including amounts and frequencies. Please also note anything else you feel is relevant, i.e. Are any of the above investments held in trust?: Other Investments and Assets Please provide details of any other investments or assets that have not already been listed, including dates acquired, income produced and current values. These may include investment properties, directly held shares or business interests
INVESTMENT 9 INVESTMENT 10 INVESTMENT 11 INVESTMENT 12 Owner (Client 1 / Client 2 / Joint) Provider Type of investment (Unit trust, OEIC, ISA, Bond) When opened? Original investment Fixed term? Yes / No Yes / No Yes / No Yes / No Maturity date (If applicable) Regular income or withdrawals taken? Yes / No Yes / No Yes / No Yes / No Current value or last known value £ £ £ £ Please provide details of any one off or regular withdrawals/incomes you have received or continue to receive from any of the above investments, including amounts and frequencies. Please also note anything else you feel is relevant, i.e. Are any of the above investments held in trust?: Other Investments and Assets Please provide details of any other investments or assets that have not already been listed, including dates acquired, income produced and current values. These may include investment properties, directly held shares or business interests
Fact%20Find%20Lite%20Sept17.docx