INVIDA Client A&L Form
First App
First App
Time
Consultant
Second App
Second App
Time
Consultant
Finance App
Finance App
Time
Consultant
Note
Client Particulars
Name1
(Required)
First
Last
Name2
First
Last
Address
Suburb
Postcode
Email1
(Required)
Email2
Mobile1
(Required)
Mobile2
Work Phone
Home Phone
Age1
Occupation1
Job Status1
Full Time
Part Time
Probation / Casual 1
Yes
No
Period 1 (Years)
Age2
Occupation2
Job Status2
Full Time
Part Time
Probation / Casual 2
Yes
No
Period 2 (Years)
Self Employed
Yes
No
Period (Years)
Company Name
ABN
2yrs Tax Return
Yes
No
2yrs Tax Return GST (Years)
Own Home
Yes
No
Rent (Years)
Rent / Week $
Dependents
Yes
No
Dependents Ages
Preferred Contact
Name1
Name2
Best time to call
Notes / Comments
Annual Income
Income1
Savings
Income2
Other
Assets + Liabilities
Home Value
Value
Mortgage
Balance Remaining
Lender
Rate (%)
Repayments (monthly)
Add
Remove
Investment Property
Value
Mortgage
Balance Remaining
Lender
Rate (%)
Repayments (monthly)
Add
Remove
Click + to add
Credit Cards
Limit
Owing
Repayments (monthly)
Add
Remove
Click + to add
Other Cards
Limit
Owing
Repayments (monthly)
Add
Remove
Click + to add
Other Assets
Super1
Super2
Car1
Car2
Other
Other Liabilities
Personal Loan
Lender/Type
Amount
Owing
Repayments (monthly)
Add
Remove
Click + to add
Car Loan
Lender/Type
Amount
Owing
Repayments (monthly)
Add
Remove
Click + to add
Other
Lender/Type
Amount
Owing
Repayments (monthly)
Add
Remove
Click + to add
Previous Credit Issues?
Default?
Bankruptcy?
ATO payment plan?
Yes
No
Notes
Family Benefits
Do you receive family benefits from the Governments?
Yes
No
If yes, how much per month?
Residency
Australian Citizen / Permanent Resident / Visa Holder?
Type of Visa
Where to Invest?
What area's has consultant discussed?
What area's is client interested in?
What is important to you?
Likes, Passions, Hobbies, Clubs
Goals
Client Concerns
Retire ? ( years)
How much? ($ Per Annum)
Projected Gap
Consultant Notes
Stock Allocation
Declaration
(Required)
I/We declare the information provided is to the best of my knowledge true and correct. I/We authorise the release of the information contained herein, to such parties as may be necessary to access and provide information regarding property investment, on the basis that such information is trated as confidential and restricted to affiliated parties only.
Δ
Scroll to Top
