Personal Details
Self
Partner
Surname
First Name
Title
Marital Status
Address
Postcode
Telephone No. Home
Telephone No. Work
Mobile No.
Email address
Date of Birth
NI Number
Countries of Citizenship
Countries of Residence (for tax purposes)
Nationalities
Preferred form of contact
Email
Telephone
Email
Telephone
Cantab Adviser
Children, Grandchildren and Dependants
Name:
Date of Birth:
Relationship:
Health
Self
Partner
General State of Health
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Good
Poor
Disabled
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Good
Poor
Disabled
Details of any medical conditions
Income Details
Self
Partner
Occupation
Employed / Self Employed
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Employed
Self Employed
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Employed
Self Employed
Firm Name
Total Gross Income
£
£
Average Monthly Expenditure
£
£
Property
Value
Ownership
Mortgage
Rental Income
£
Please select
Client
Partner
Joint
£
£
£
Please select
Client
Partner
Joint
£
£
£
Please select
Client
Partner
Joint
£
£
£
Please select
Client
Partner
Joint
£
£
£
Please select
Client
Partner
Joint
£
£
Other Assets
Self
Partner
Joint
Cash
£
£
£
Stocks & Shares
£
£
£
Pension
£
£
£
Other
£
£
£
ESG
Self
Partner
Would you like the investments in your portfolio to be selected from a narrow universe which has been screened for Environmental, Social and Governance ('ESG') factors?
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Yes
No
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Yes
No
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