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Personal Financial Profile

    1. Personal details

    Current address

    If you have been at your current address for less than 3 years, please detail your previous addresses below:

    Residential status

    Relationship status

    Date employment commenced


    2. Spouse/Partner details

    Current address

    If you have been at your current address for less than 3 years, please detail your previous addresses below:

    Residential status

    Relationship status

    Date employment commenced


    3. Monthly income and expenditure breakdown (please complete in full)

    Income

    Expenditure


    4. Other personal liabilities

    Whether taken solely in your name or jointly with others, but excluding mortgage(s).
    All credit and store cards to be entered here, including personal loans and hire purchase.












    5. Personal guarantees


    6. Personal assets – please complete the details below

    6.1 Main residence

    The property is owned:
    SolelyJointly

    Is the property let?
    YesNo


    6.2 Other property (1)

    The property is owned:
    SolelyJointly

    Is the property let?
    YesNo


    6.3 Other property (2)

    The property is owned:
    SolelyJointly

    Is the property let?
    YesNo


    6.4 Other property (3)

    The property is owned:
    SolelyJointly

    Is the property let?
    YesNo


    6.5 Other property (4)

    The property is owned:
    SolelyJointly

    Is the property let?
    YesNo


    6.6 Other property (5)

    The property is owned:
    SolelyJointly

    Is the property let?
    YesNo


    7. Other personal assets


    8. Credit reference and fraud prevention agencies

    Watts Commercial Finance and/or Lenders may obtain information about you from credit reference agencies and fraud
    prevention agencies to check your credit status and identity. The agencies will record Watts Commercial Finance / Lender
    enquiries which may be seen by other companies who make their own credit enquiries. Lenders may use credit scoring.

    Your information may be linked to, and your application assessed using credit reference agency records relating to anyone with whom you have a joint account or similar financial association.

    • - Lenders will check your details with fraud prevention agencies.

    • - If you provide false or inaccurate information and they suspect fraud, they will record this.

    • - Lenders and other organisations may use these records to:

      • - Help make decisions about credit and credit related services for you and members of your household;

      • - Help make decisions on motor, household, credit, life and other insurance proposals and insurance claims, for you
        and members of your household;

      • - Trace debtors, recover dept, prevent fraud, and to manage your accounts or insurance policies;

      • - Check your identity to prevent money laundering, unless you furnish them with satisfactory proof of identity.


    9. Personal & business financial history

    Please answer on both a personal and business basis. With regards to the business, you must declare any financial issues for any business you are associated with.

    Have your or you business ever:

    Been bankrupt / sequestrated

    Applicant YesNo

    Spouse / Partner YesNo

    Failed to maintain repayments on a mortgage, credit card or other financial arrangement?

    Applicant YesNo

    Spouse / Partner YesNo

    Had a county court judgement (CCJ) for debt registered against you?

    Applicant YesNo

    Spouse / Partner YesNo

    Been subject to an Individual Voluntary Arrangement (IVA) or Company Voluntary Arrangement (CVA)?

    Applicant YesNo

    Spouse / Partner YesNo

    Had an application for credit refused?

    Applicant YesNo

    Spouse / Partner YesNo

    Had a property reposessed?

    Applicant YesNo

    Spouse / Partner YesNo

    Has the business ever made arrangements with creditors to repay a reduced amount in full settlement of a debt (including a CVA)?

    Applicant YesNo

    Spouse / Partner YesNo

    If you have answered 'Yes' to any of the above questions, please give brief details below:


    10. Political Exposure

    A Politically Exposed Person (PEP) is described as an individual who is entrusted with a prominent public function. This means heads of state, leaders of governments, ministers, members of parliament, senior figures in political parties, members of supreme courts or other high-level judicial bodies, those in senior positions at central banks, ambassadors or charges d'affaires, high-ranking officers in the armed forces and senior figures in state-owned enterprises or international organisations.

    Have you ever been recognised as or associated to a Politically Exposed Person (PEP)?

    Applicant YesNo

    Spouse / Partner YesNo


    11. Giving your consent

    By signing this application you are agreeing that Watts Commercial Finance and associated lenders may use your information in the way described on this form and in our Privacy Notice.


    12. Declaration and signature(s)

    I/We confirm the information given is true to the best of our information, knowledge and belief

    Authorised signature



    Authorised signature



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