Fact Find

If completing for your partner/spouse also, then please select
Add an extra person.

Personal Details (Note you must complete all ﬁelds marked with*)

First Person

First Name *

Surname *

Gender *

Marital Status*

If completing for your partner/spouse also, then please click the plus button above to add an extra person.

Date of Birth *

Second Person

First Name *

Surname *

Gender *

Marital Status *

Date of Birth *

Do you have Children? *

Yes No

How many Children do you have?

First Child Date of Birth

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another

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Contact Details (Note you must complete all ﬁelds marked with*)

First Person

Address *

Mobile *

Landline

Email Address *

PPS Number

Mother’s Maiden Name

Consent to Marketing Communications (Updates on products, news etc.)
You can unsubscribe at any time.*

Yes No

Date Marketing Consent updated

Second Person

Mobile *

Landline

Email Address *

PPS Number

Mother’s Maiden Name

Needs & Objectives

First Person

Do you want a full financial planning review? (Initial meeting free of charge)

Yes No

Health

First Person

Status of Health

Good Other

Smoking status

Smoker Non-Smoker

Second Person

Status of Health

Good Other

Smoking status

Smoker Non-Smoker

Capital Requirements

Do you need to accumulate capital
for a specific expenditure (e.g. buying
property, educational funding, wedding)?

Yes No

Dependents

First Person

Has the capacity to make his or her own decisions but who, because of individual circumstances, may require assistance to do so (for example, hearing impaired or visually impaired persons); and/or

Has the limited capacity to make his or her own decisions and who requires assitance to do so (for example, persons with intellectual disabilities or mental difficulties).

Other than your spouse or children
do you have any dependents?

Yes No

Are you a vulnerable person?

Yes No

Second Person

Has the capacity to make his or her own decisions but who, because of individual circumstances, may require assistance to do so (for example, hearing impaired or visually impaired persons); and/or

Has the limited capacity to make his or her own decisions and who requires assitance to do so (for example, persons with intellectual disabilities or mental difficulties).

Other than your spouse or children
do you have any dependents?

Yes No

Are you a vulnerable person?

Yes No

My income – employment / self-employment

First Person

Are you currently in employment? *

Yes No

Number of Income Sources?

My salary *

€

Job title *

Employers name *

Type of income *

Normal Retirement age in company *

Would you like to work beyond that?

Yes No

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another

Second Person

Are you currently in employment? *

Yes No

Number of Income Sources?

My salary *

€

Job title *

Employers name *

Type of income *

Normal Retirement age in company *

Would you like to work beyond that?

Yes No

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last

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another

Other Income

First Person

Are you currently being paid a pension?

Yes No

Do you have an ARF or an AMRF?

Yes No

Are you entitled to a pension from working abroad?

Yes No

Do you have an income from dividends or shares?

Yes No

Do you expect income to reduce in future?

Yes No

Assets and Liabilities

First Person

Do you have any savings or investments?

Yes No

Deposits

€

Investments

€

Shares / Equities

€

Other (not including Property)

€

Property

Second Person

Do you have any savings or investments?

Yes No

Deposits

€

Investments

€

Shares / Equities

€

Other (not including Property)

€

Do you have any loans?

First Person

Loan Balance

€

Remaining years on the loan

Interest rate (%)

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another

Total balance of overdraft
/ credit card debt

€

Second Person

Total balance of overdraft
/ credit card debt €

€

Outgoings

First Person

Household Current Monthly
Living Expenditure

€

You can calculate this by simply taking the total debits from your current account statements for the last 12 months (not including college fees, mortgage costs, loan repayments and spousal maintenance payments if applicable) and to divide the total by 12.

Do you expect your living
expenditure to change?

Yes No

Provide for college fees?

Yes No

Private School Fees?

Yes No

Are you paying maintenance?

Yes No

Inheritance Gift Expected

First Person

Year

Amount

€

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another

Once off Outgoings/Expenses Expected

Year

Amount

€

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another

Protection

First Person

Do you have Family Protection
e.g. Life Cover, excluding cover
assigned to a mortgage?

Yes No

Do you have Life Cover
from your employment?

Yes No

Do you have Serious Illness Protection?

Yes No

Do you have Income Protection?

Yes No

Second Person

Do you have Family Protection
e.g. Life Cover?

Yes No

Do you have Life Cover
from your employment?

Yes No

Do you have Serious Illness Protection?

Yes No

Do you have Income Protection?

Yes No

Pension and Retirement Planning

First Person

How many years PRSI contributions will
you have paid when you retire?

Second Person

How many years PRSI contributions will
you have paid when you retire?

State Pension Benefits are generally based on an annual average of your PRSI contributions during your working career (spanning the period from your first employment to the qualifying age for state pension).

Deferred Pensions

First Person

Do you have a deferred pension
from a previous employment?

Yes No

Second Person

Do you have a deferred pension
from a previous employment?

Yes No

Current Pension

First Person

Do you have a pension from your current employment?

Yes No

Select Type

Pension Scheme Date Joined

Expected Pension at Retirement
(% of Final Salary)

Your Standard (Employee) Contribution
(% of Salary)

AVC - Additional Voluntary Contributions
(% of Salary)

Current AVC Fund Value

€

Annual Increases in Pension %
(when being paid)

Spouse's Pension Benefit in %

How would you like to take your
pension benefits at retirement?

If unsure, we can advise you on the best option for you

Current Fund Value

€

Employer Contribution (% of Salary)

Your Standard (Employee) Contribution
(% of Salary)

AVC - Additional Voluntary Contributions
(% of Salary)

Age Pension Benefits Payable From?

How would you like to take your
pension benefits at retirement?

If unsure, we can advise you on the best option for you

Have you (since 7th December 2005) taken a cash lump sum from a pension plan?

Yes No

If you received a Personal Fund
Threshold (PFT) what was that amount?

€

Second Person

Do you have a pension from your current employment?

Yes No

Select Type

Have you (since 7th December 2005) taken a cash lump sum from a pension plan?

Yes No

If you received a Personal Fund
Threshold (PFT) what was that amount?

€

List of items

Personal Details (Note you must complete all ﬁelds marked with*)

First Person

Second Person

Contact Details (Note you must complete all ﬁelds marked with*)

First Person

Second Person

Needs & Objectives

First Person

Is there something more specific you would like advice on?

Second Person

Is there something more specific you would like advice on?

Health

First Person

Second Person

Capital Requirements

Dependents

First Person

Second Person

My income – employment / self-employment

First Person

Second Person

Other Income

First Person

Second Person

Assets and Liabilities

First Person

Family Home

Holiday Home

Rental Property

Foreign Rental Property

Second Person

Do you have any loans?

First Person

Second Person

Outgoings

First Person

Inheritance Gift Expected

First Person

Once off Outgoings/Expenses Expected

Protection

First Person

Second Person

Pension and Retirement Planning

First Person

Second Person

Deferred Pensions

First Person

Second Person

Current Pension

First Person

Second Person