Dear June

 

It was good to talk to you. Please find attached a financial questionnaire (Client Information Form). I will use this document to identify suitable mortgage schemes and it will also assist us to carry out a financial assessment (on behalf of a housing association). There will be sections of the form that may not be applicable to you. If you are not sure, leave these sections blank and I will deal with them when you return the document.

 

It is important that the information is accurate, especially in relation to income and financial commitments (loans, credit/store cards, etc.). Please notify me of any matters that could affect a mortgage application such as visa restrictions, credit history etc.

 

Please return by email.

 

To carry out a financial assessment, I would appreciate if you would scan and return the following documents

 

1. 3 months consecutive bank statements

2. Proof of deposit. Bank Statement or gift letter

3. 3 months consecutive pay slips

4. Latest P60

5. Proof of id (passport, driving license)

6 .Proof of address utility bill, council tax, credit card statement

 

I have also attached a mortgage check list to help with your preparations in submitting a mortgage application.

 

I have enclosed an Initial Disclosure Document which explains what we do and the level of service you might expect.

 

If you have any questions relating to these forms or any other matter then please don’t hesitate to contact me

 

I look forward to hearing from you.

 

 

 

 

 

 

 

 

Regards

 

Richard Seager

 

De Havilland Group Ltd

Tel. 020 7517 0700

Fax. 020 7719 9190

Mobile 07968 822373

            

13 Angel House               

225 Marsh Wall            

London                            

E14 9FW           

 

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de Havilland Group Limited
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