Fillable Personal assets and liabilities statement (Complete FS)

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Personal assets and liabilities statement (Complete FS)

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Country of origin: UK
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Statement of financial position as at: / / Date completed: / /
Personal assets and liabilities
statement
Assets (e.g. cash, cash equivalents, commercial property values, current
residential property value, holiday homes, items of large material value, ISAs
(savings), pensions, shares, stocks, bonds, securities, vehicles)
Applicant
1, 2 or joint
Description £
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
Liabilities (e.g. commercial property mortgages, credit cards, current
residential property mortgage, hire purchase, holiday home mortgages, loans,
maintenance, overdrafts, tax liabilities, )
Applicant
1, 2 or joint
Description £
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
Total assets
Applicant 1
£
Applicant 2
£
Total liabilities
Applicant 1
£
Applicant 2
£
Name: Applicant 1
Precise Mortgages application reference(s)
Name: Applicant 2
We can provide literature in large print, Braille and audio tape. Please ask us for this leaet
in an alternative format if you need it.
Precise Mortgages is a trading name of Charter Court Financial Services Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial
Conduct Authority and the Prudential Regulation Authority (Financial Services Register Firm Reference Number 494549). Registered in England and Wales with company
number 06749498. Registered ofce: 2 Charter Court, Broadlands, Wolverhampton WV10 6TD
01831 (11)
For Limited Company applications with more than two guarantors, please use a second form.
Please do not include any buy to let properties on the assets and liabilities statement.
Buy to let properties will be taken into account on the existing property portfolio form.
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Personal assets and liabilities statement (Complete FS)

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Completed 5 April 2021

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