Fact finding form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in the Broker Details section. Enter your name and indicate if a referral form is held, selecting 'Yes' or 'No'.
3. Proceed to the Applicant Details & Objectives section. For each individual applicant, circle their title (Mr, Mrs, Ms, etc.), and provide their family name, given names, and capacity (e.g., Borrower or Guarantor).
4. Complete the Residential Status by ticking the appropriate box for either owning or renting. Fill in current and previous home addresses along with contact numbers.
5. In the Financial Position section, list all assets and liabilities accurately. Ensure you include details about mortgages, personal loans, and any other financial commitments.
6. Finally, review all sections for accuracy before saving your completed form. Utilize our platform's features to easily edit any information as needed.

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