Preliminary Assessment

Combined Client Profile Preliminary Assessment

Fields marked with an * are required

Section 1 – Personal Details



How long have you lived at this address?




Section 2 – Employment details


How long did you work there?

How long did you work there?

Section 3 – Contacts

Section 4 – Monthly Income

if any question is not applicable, please leave the field blank

Section 5 – Monthly Expenses

if any question is not applicable, please leave the field blank

Term Of Loan

Section 6 – Assets

if any question is not applicable, please leave the field blank

Section 7 – Liabilities

if any question is not applicable, please leave the field blank

Section 8 – Further Questions

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