Thank you for your Fact Find submission. The Money Doctors team will be in touch with you within 48 hours. Meanwhile a PDF copy of your completed Fact Find has been sent to your email address for your records. 11https://factfind.moneydoctors.ie/wp-content/plugins/nex-formstruemessagehttps://factfind.moneydoctors.ie/wp-admin/admin-ajax.phphttps://factfind.moneydoctors.ieyes1fadeInfadeOut This Fact Find contains questions about your financial circumstances ble bleFINANCIAL PLANNING REVIEWConfidential – for your eyes onlyThe purpose of this Fact Find is to clarify your financial needs and to assist you in ensuring you receive the most appropriate advice together with recommendations and solutions plus that the right financial products and services are being or have been taken out including life assurance, serious illness cover, pensions, savings and investments together with mortgage and other lending requirements. Budgeting and planning are also very much part of this consultation - face to face or by zoom. The Fact Find is also a requirement for compliance purposes as directed by the Central Bank of Ireland. Knowledge is power and therefore before you start, you and we must know your exact financial circumstances so we can do what we do best - advise. Money Doctors do for your wealth what a good doctor does for your health.You can save and continue as you go, logging out whenever you wish. If you have already registered, simply login in again and you will be brought straight to your saved Fact Find. Agree & Continue If you simply wish to print out and manually complete this Fact Find, CLICK HERE and on completion scan and email to info@moneydoctors.ieLegal Terms and ConditionsPrivacy Policy & Statement (GDPR May 2018)Providence Finance Services Limited t/a Money Doctors is regulated by the Central Bank of Ireland *SELECT PERSON.1 Person.2 PeopleABOUT YOUSELF*Name*Address*Monthly Rent*Phone Number*Email*Date of birth*Smoker.Yes.No*Health status.Well.Not well*Marital status.Single.Married.Separated.Divorced.WidowedPARTNER*Name*Address*Monthly Rent*Phone Number*Email*Date of birth*Smoker.Yes.No*Health status.Well.Not well*Marital status.Single.Married.Separated.Divorced.Widowed Back Save & Continue ABOUT YOUR FAMILYChildren NameDateSchool/CollegeEducational Fees PlansMaintenaceChildren NameDateSchool/CollegeEducational Fees PlansMaintenaceChildren NameDateSchool/CollegeEducational Fees PlansMaintenaceChildren NameDateSchool/CollegeEducational Fees PlansMaintenaceChildren NameDateSchool/CollegeEducational Fees PlansMaintenace Back Save & Continue EMPLOYMENT/INCOMEINCOME - SELFProfession/TradePositionEmployerAddressYears of ServiceGross Salary Per AnnumGross Bonus Per AnnumGross Commission Per AnnumGross Overtime Per AnnumGross Other DESCRIPTIONGross Other Per AnnumGross Other DESCRIPTIONGross Other Per AnnumNet Income Per Week/Month.Per Week.Per MonthPERSONAL BANK ACCOUNT DETAILSBankAddressINCOME - PARTNERProfession/TradePositionEmployerAddressYears of ServiceGross Salary Per AnnumGross Bonus Per AnnumGross Commission Per AnnumGross Overtime Per AnnumGross Other DESCRIPTIONGross Other Per AnnumGross Other DESCRIPTIONGross Other Per AnnumNet Income Per Week/Month.Per Week.Per MonthPERSONAL BANK ACCOUNT DETAILSBankAddressSELF EMPLOYEDSELF EMPLOYED - SELFCompany NameAddressNature of BusinessDate EstablishedNumber of EmployeesPercentage of OwnershipJob TitleTurnover Per AnnumNet Profit Per AnnumGross Salary Per AnnumGross Drawings Per AnnumGross Bonus Per AnnumGross Commission Per AnnumGross Other DESCRIPTIONGross Other Per AnnumGross Other DESCRIPTIONGross Other Per AnnumNet Income Per Week/Month.Per Week.Per MonthDate of last tax returnDate of Last AccountsTax (Date Paid):OwedDueVAT/PRS (Date Paid):OwedDuePERSONAL BANK ACCOUNT DETAILSBankAddressSELF EMPLOYED - PARTNERCompany NameAddressNature of BusinessDate EstablishedNumber of EmployeesPercentage of OwnershipJob TitleTurnover Per AnnumNet Profit Per AnnumGross Salary Per AnnumGross Drawings Per AnnumGross Bonus Per AnnumGross Commission Per AnnumGross Other DESCRIPTIONGross Other Per AnnumGross Other DESCRIPTIONGross Other Per AnnumNet Income Per Week/Month.Per Week.Per MonthDate of last tax returnDate of Last AccountsTax (Date Paid):OwedDueVAT/PRS (Date Paid):OwedDuePERSONAL BANK ACCOUNT DETAILSBankAddress Back Save & Continue ASSETS/LIABILITIESProperty Type (PDH) AddressCurrent Value (€)Net Value (€)Borrowings (€)Income (€)Lender Repayments (€)Interest Rate (%)Remaining Term (Yrs)Property TypeAddressCurrent Value (€)Net Value (€)Borrowings (€)Income (€)LenderRepayments (€)Interest Rate (%)Remaining Term (Yrs)Property Type AddressCurrent Value (€)Net Value (€)Borrowings (€)Income (€)Lender Repayments (€)Interest Rate (%)Remaining Term (Yrs)Property Type AddressCurrent Value (€)Net Value (€)Borrowings (€)Income (€)Lender Repayments (€)Interest Rate (%)Remaining Term (Yrs)Property Type AddressCurrent Value (€)Net Value (€)Borrowings (€)Income (€)Lender Repayments (€)Interest Rate (%)Remaining Term (Yrs)BONDS/INVESTMENTSProviderTypeCurrent Value (€)Original Value (€)Premium (€)FrequencyRef Maturity Date EQUITIES (N.B. FOR MORE THAN 5 SHAREHOLDINGS, PLEASE USE MONEY DOCTOR FORM )Share NameHoldingCurrent Value (€)Original Value (€)CASHInstitutionAccount TypeBalance (€)Interest Rate (%)OTHER ASSETSDescriptionInstitutionInterest Rate(%)Original Value (€)Current Value (€)Income (€)CREDIT CARDS Name of ProviderName On CardCurrent Balance (€)Current Limit (€)OTHER LIABILITIES (E.G. CAR LOAN )Car 1YearMake/Model/LoanInstitutionInterest(%)Value (€)Balance Of Loan (€)Monthly payment (€)Car 2OtherOtherOther Back Save & Continue INSURANCES/ASSURANCESLIFE COVERLife CompanyPolicy NumberType of CoverCovered (€)Monthly (€)Date of PolicyMaturity DateHEALTH INSURANCE COVER (INCLUDING SERIOUS ILLNESS COVER / INCOME PROTECTION)Life CompanyPolicy NumberType of CoverCovered (€)Monthly (€)Renewal DatePENSIONSLife CompanyPolicy NumberCurrent Value (€)Maturity Value (€)Monthly (€)Start Date End DatePROPERTY INSURANCECompanyPolicy NumberBuildings (€)Contents (€)Monthly (€)Renewal DateOTHER INSURANCE (CAR INSURANCE, TRAVEL, GADGET, OTHER RISK INSURANCE )CompanyPolicy NumberTypeMonthly (€)Renewal Date Back Save & Continue SOLICITORName of FirmAddressName of ContactContact Phone NrEmailACCOUNTANTName of FirmAddressName of ContactContact Phone NrEmail Back Save & Continue WILL - SELF*Have you a will.Yes.NoLocation of WillExecutor/executrixSolicitor Name_selfSolicitor AddressWitnessed by 2 non-benefiting witnessesNameNameWILL -PARTNER*Have you a will.Yes.NoLocation of WillExecutor/executrixSolicitor NameSolicitor AddressWitnessed by 2 non-benefiting witnessesNameName Back Save & Continue RANK YOUR MAIN PRIORITIES (1–10, WITH 1 BEING THE HIGHEST PRIORITY)ITEMPRIORITYBudgeting & PlanningOverall long term financial plan & goalsSavingsBest deposits advice – security & rates Stock market & investment adviceAlternative investments (gold, art, philately)ITEMPRIORITYMortgagesOther property lending advice (e.g. over 65s)Unsecured loan / debt mgmt adviceLife & health insurancesPensions, AVCs & self admin pension adviceRetirement & Inheritance Planning Back Save & Continue YOUR FINANCIAL OBJECTIVESIMMEDIATEMEDIUM TERMLONG TERM Back Save & Continue CONFIRMATION MUST BE GIVEN AT THE BOTTOM OF THIS PAGE BY THE CLIENT/S TO CONFIRM THE INFORMATION GIVEN IS CORRECT AND CONSENT IS GIVEN TO MONEY DOCTORS TO COMMUNICATE WITH AN OUTSIDE FINANCIAL PARTY ON THE CLIENT/S BEHALF.Information providedThe clients agree that the information provided and detailed in the attached ‘Fact Find’ is a fair reflection of their current financial position.Client’s attitude to riskThe client(s) agree that following a review of the completed fact find and discussions with the client(s) that the client(s) has the following attitude to risk: (mark as appropriate)--- Select ---1 (Low Risk)234567 (High Risk)Data Protection Act- I / we accept that the information that has been provided to Providence Finance Services Limited trading as Money Doctors may be retained by them and used for the ongoing management of our business relationship.- Where Money Doctors have been instructed to obtain on our behalf a financial product, appropriate parts of the information may be passed to a 3rd party supplier in support of the application / proposal.Please refer to our Privacy Policy and Statement (GDPR May 2018) at this link.Communications with a clientAs part of the process of fulfilling any requested product requirements Providence Finance Services Limited trading as Money Doctors may contact me / us at the email address, telephone number or postal address that I / we have provided. I / we understand that communications by email may not be totally secure / private.On an ongoing basis Money Doctors may forward to me / us by email newsletters, information on financial products, services and investment opportunities which they view may be of interest to me / us.Terms of BusinessWith this Fact Find, you will receive our Terms of Business booklet here– a document setting the terms under which we will provide advice, service and financial products. Please read through and sign underneath as confirmation that you have received and understood our terms of business.CLIENT CONFIRMATIONI / We confirm the information I / We have given is correct and give consent to Money Doctors communicating with outside financial parties.CONFIRMATION - SELF*Tick to confirm.Yes.No*Name*DateCONFIRMATION - PARTNER*Tick to confirm.Yes.No*Name*DateADVISER DETAILSAdviser NameIF WE GO TO THE STAGE OF PROCESSING A MORTGAGE APPLICATION ON YOUR BEHALF, THE FOLLOWING IS A SUMMARY OF SOME OF THE DOCUMENTATION WE WILL NEED…PAYE Applicant: Copy of Passport Recent Utility Bil Income CertificateIncome Certificate3 recent payslips & Employment Details Summary6 months current account/Revolut statements6 months savings account statements6 months statements of all loans / Last 3 months Credit Card statementsSelf Employed:Last 3 years Audited Accounts and Tax Returns – Form 11 & Chapter 46 months Business Current Account/Loan Account statementsTax Clearance Cert for yourself and the Company Upload Files Here X doc docx mpg mpeg mp3 mp4 odt odp ods pdf ppt pptx txt xls xlsx jpg jpeg png psd tif tiff Back SUBMIT FACT FIND