Cantab Private Client Enquiry Form

[[titleSelf]] [[firstnameSelf]] [[surnameSelf]]

  Self Partner
Surname: [[surnameSelf]] [[surnamePartner]]
First Name: [[firstnameSelf]] [[firstnamePartner]]
Title: [[titleSelf]] [[titlePartner]]
Marital Status: [[maritalSelf]] [[maritalPartner]]
Address: [[addressSelf]] [[addressPartner]]
Post code: [[postcodeSelf]] [[postcodePartner]]
Telephone No. Home: [[telhomeSelf]] [[telhomePartner]]
Telephone No. Work: [[telworkSelf]] [[telworkPartner]]
Mobile No.: [[mobileSelf]] [[mobilePartner]]
Email Address: [[emailSelf]] [[emailPartner]]
Date of Birth: [[dobSelf]] [[dobPartner]]
NI Number: [[ninumberSelf]] [[ninumberPartner]]
Countries of Citizenship: [[citizenshipSelf]] [[citizenshipPartner]]
Countries of Residence (for tax purposes): [[residencetaxSelf]] [[residencetaxPartner]]
Nationalities: [[nationalitiesSelf]] [[nationalitiesPartner]]
Preferred form of contact: [[contactprefSelf]] [[contactprefPartner]]
Cantab Adviser: [[clientAdviser]]
Children, Grandchildren and Dependants
Name: [[depname1]] Date of birth: [[depdob1]] Relationship: [[deprel1]]
Name: [[depname2]] Date of birth: [[depdob2]] Relationship: [[deprel2]]
Name: [[depname3]] Date of birth: [[depdob3]] Relationship: [[deprel3]]
Name: [[depname4]] Date of birth: [[depdob4]] Relationship: [[deprel4]]
Name: [[depname5]] Date of birth: [[depdob5]] Relationship: [[deprel5]]
Health Self Partner
Are you in good health? [[healthSelf]] [[healthPartner]]
Details of any medical conditions: [[healthcondSelf]] [[healthcondPartner]]
Income Details Self Partner
Occupation: [[occupationSelf]] [[occupationPartner]]
Employed / Self Employed: [[employmentSelf]] [[employmentPartner]]
Firm Name: [[firmnameSelf]] [[firmnamePartner]]
Total Gross Income: £[[grossincomeSelf]] £[[grossincomePartner]]
Average Monthly Expenditure: £[[averageexpenditureSelf]] £[[averageexpenditurePartner]]
Property Value Ownership Mortgage Rental Income (pa)
[[propertyName1]] £[[propertyValue1]] [[propertyOwnership1]] £[[propertyMortgage1]] £[[propertyRental1]]
[[propertyName2]] £[[propertyValue2]] [[propertyOwnership2]] £[[propertyMortgage2]] £[[propertyRental2]]
[[propertyName3]] £[[propertyValue3]] [[propertyOwnership3]] £[[propertyMortgage3]] £[[propertyRental3]]
[[propertyName4]] £[[propertyValue4]] [[propertyOwnership4]] £[[propertyMortgage4]] £[[propertyRental4]]
[[propertyName5]] £[[propertyValue5]] [[propertyOwnership5]] £[[propertyMortgage5]] £[[propertyRental5]]
Other Assets
  Self Partner Joint Dependants
Cash: £[[cashSelf]] £[[cashPartner]] £[[cashJoint]] £[[cashDepen]]
Stocks & Shares: £[[stockSelf]] £[[stockPartner]] £[[stockJoint]] £[[stockDepen]]
Pension: £[[pensionSelf]] £[[pensionPartner]] £[[pensionJoint]] £[[pensionDepen]]
Other: £[[otherSelf]] £[[otherPartner]] £[[otherJoint]] £[[otherDepen]]
  Self Partner
Which fixed/enhanced pension protection do you hold, if any: [[pensionprotectionSelf]] [[pensionprotectionPartner]]
Please give details of life/critical illness policies, if any: [[criticalillnessSelf]] [[criticalillnessPartner]]
Portfolio Objectives Self Partner
I want my portfolio to provide: [[objectiveSelf]] [[objectivePartner]]
Please specify your financial objectives by selecting those that apply:
  • Family security: [[objectiveFamilySecurity]]
  • Investment planning: [[objectiveInvestment]]
  • Maintaining your standard of living in retirement: [[objectiveRetirement]]
  • Long-term savings: [[objectiveSavings]]
  • Reducing your tax burden: [[objectiveTaxBurden]]
  • Protecting your income: [[objectiveIncome]]
  • Mitigating your estate's liability to inheritance tax: [[objectiveInheritanceTax]]
  • Organising your finances: [[objectiveOrganising]]
  • Dependant's objectives (please provide detail below): [[objectiveDependant]]
  • Other specific objectives (please provide detail below): [[objectiveOther]]
Other objectives: [[objectiveOtherDetails]]
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? [[esgSelf]] [[esgPartner]]
Vulnerability Self Partner
Would you consider yourself vulnerable as per FCA guidance? [[vulnerabilitySelf]] [[vulnerabilityPartner]]