Financial Health Check

Trinity Holdings International

Not sure of where to start or what to ask? Please take advantage of our

FREE FINANCIAL HEALTH CHECK to get started on the road to a personal financial plan.

All information is kept totally confidential.

This service is 100% Free.

We will not use any information to contact you if you indicate you are not interested in future services.

The questions are designed to help us get a picture of your goals and your profile as an investor.

Please add as much extra information as you wish – the more we know the better we can help you.

ABOUT YOU

Family Name
First Name(s)
Nationality	Date of Birth:	dd	mm	yyyy	Do You Smoke? Yes: No:
Email 1	Email 2
Work Tel	Mobile
Your Employer

ABOUT YOU

Family Name
First Name(s)
Nationality	Date of Birth:	dd	mm	yyyy	Do You Smoke? Yes: No:
Email	Tel
Your Employer
Children’s Age

YOUR GOALS

Please tick all the boxes that apply to you. I want to invest and save because:

I need a pension to retire on
I need to pay for my children’s’ education	☐
I want to buy property
I want to supplement my regular income

I want to invest a lump sum
I want life assurance to protect my dependents
I want critical illness cover for myself and my dependents

Which currency would you mostly be investing?	$US Dollars	£GB Pounds	€ Euros	Other:

WHAT IS YOUR INVESTMENT TIME FRAME?

Please tick all the boxes that apply to you.

I need long term investments: = 15+ years
I need medium to long term investments: = 10 ~ 15 years
I need short to medium term investments: = 5 ~ 10 years
I need short term investments: = up to 5 years
I need short to very short term investments: = less than 5 years

WHEN DO YOU WANT TO START INVESTING?

I’m ready NOW = I would like solutions from our meeting today
Within the next 1 to 2 months = I want you to contact me and arrange action and/or a meeting
I would like advice now. Please follow up with me in:

YOUR CURRENT SITUATION

Please provide a summary of your current financial situation. Please specify the currency for each section.

Your current monthly salary
Property	Total Value:	Mortgage Owed:
Cash at Hand (cash, bank and other savings, investments maturing etc.
Other Assets
Other Liabilities
Investments	Start Date	Finish Date	Premium	Current Value

HOW DO YOU FEEL ABOUT RISK?

Understanding how comfortable you are with risk is a key part of designing a financial plan

Investment basics: For higher returns on your investment you must often accept a greater degree of risk

Think about this statement & mark the RISK SCALE with an X at a point that describes you (use Spacebar to move)

lower risk medium risk higher risk |

WHAT PRODUCTS & SERVICES CAN WE HELP WITH?

alternative investments: property funds
guaranteed income funds
portfolio & asset management: discretionary
wills & probate, UK citizens
inheritance tax planning, UK
investing in fine art

Please tick all the boxes that apply to you.

portable pension schemes: national & international
life assurance solutions
critical illness cover
mortgage advice
education funding schemes
saving & mutual schemes: short, medium & long term

Please Read This Section and Sign Here: The information listed here is accurate to the best of my (our)

knowledge and is provided to Trinity Holdings International for the purposes of my (our) Free Financial Advice.

Signed :	Signed:	Date:

Finished? Thank You. Please now save a copy using your name and:

Completing online? Please type in your name and check the box to sign. Email the Financial Health Check to nigel@trinityhi.com or Fax to: + 381 11 3098713