Mortgage Questionaire | Spectrum French Mortgages

Personal

Applicant 1

Name *

Date of Birth *

Marital Status *

Nationality *

Place of tax residence *

Address *

Zipcode *

City *

Country *

Phone

Mobile

Email *

Applicant 2

Name

Date of birth

Marital Status

Nationality

Place of tax residence

Address

Zipcode

City

Country

Phone

Mobile

Email

Employment

EMPLOYMENT DETAILS

Applicant 1

Employment status

Employed

Unemployed

Self-employed

Retired

Company Name

Position / Job Title

Annual gross salary

Monthly net salary

Dividends

Rental Income Received

Other income (specify)

Applicant 2

Employment status

Employed

Unemployed

Self-employed

Retired

Company Name

Position / Job Title

Annual gross salary

Monthly net salary

Dividends

Rental Income Received

Other income (specify)

Property/Project

Purchase Price

Total cash to invest

Loan amount

Address/area of purchase

Product

Fixed rate

Variable rate

Preferred duration

Signing date

Estate Agent (name and phone number)

Comments

Assets & Liabilities

(please supply as much information as possible)

Properties

Type of property

Address

Current Value

Mortgage

Monthly charge

Monthly rent received

Other Loans

Loans - car, personal etc.

Monthly payments

Other Assets

Stocks, shares, savings, pension

Current Value

Comments

Consent *

I consent to having Spectrum International Mortgages collect my data for the purpose of this specific enquiry

In compliance with the provisions of the General Data Protection Regulations (GDPR 2016/679, of April 27 2016), it should be noted that: • The CLIENTS personal data will only be used and can only be the subject of external communication for the sole purpose of the BROKER’s duties. • The CLIENTS personal data will be saved in an electronic file owned by the BROKER and for the duration of this inquiry. • The BROKER will not share the CLIENTS personal data with any other companies for marketing purposes. • The stored data will be treated with absolute confidentiality. Right of access and modification The CLIENTS have the right to access, rectify, limit, cancel, and request the portability of the data, directing a written request and a copy of their passport to baskerville@spectrum-ifa.com or by mail to: Baskerville Advisers SL, Paseo de Gracia 63, Principal 2a, 08008 Barcelona. For further details on how your data is used, please contact: baskerville@spectrum-ifa.com.

MORTGAGE QUESTIONNAIRE

Personal

Employment

EMPLOYMENT DETAILS

Property/Project

Assets & Liabilities

Comments

Your guide to tax in France 2019