Part 4 Expenditure and Loan Options
In relation to current employment and income is either client aware of anything which may adversely affect their ability to meet their current and future obligations
Does either client intend to change their current employment in the short term
It is important to have certainty about the interest rate and/or repayment for a fixed time
It is important to minimise repayments by paying interest only
It is important to have a combination of fixed and variable interest
It is important to have a credit limit that you can draw on
It is important to have access to additional funds for future use subject to sufficient equity
It is important to have all the client’s savings and credit products integrated
It is important to have an offset account
PLEASE ENTER YOUR FULL NAME; By signing (entering name) you agree that the information is accurate and correct.