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CLIENT FORM TO NOTIFY US OF NEW AND UPDATED PERSONAL DETAILS INCLUDING DETAILS OF  YOUR CURRENT CONVEYANCING TRANSACTION(S)

This information you provide will be imported into our client database to create your record.

This form is divided into three sections as follows:-

~ Section 1 (red) is for your personal details. Obviously we need to know your name and address at least!

~ Section2 (green) is for completion only if you are selling a property.

~ Section 3 (blue)  is for completion only if you are buying a property.

The colours correspond to colours in the equivalent sections on your printed client database records if you are amending details in our records. There is no need to repeat information already recorded here correctly.

SECTION 1

PERSONAL DETAILS

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Your Other (Middle) Name(s):

Your Last Name (Surname):

Any Partners First (Christian) Name:

Partner Other (Middle) Name(s):

Partner Last Name (Surname):

Partners Relationship (if any):

Address Line 1:

Address Line 2:

Town/City:

County:

Postcode:

Country:

1. Home/Business Telephone:

2. Business Telephone:

3. Fax Number:

4. Mobile Number:

Main E-mail 1:

Alternative E-mail 2:

SECTION 2

SALE DETAILS ONLY

Property being sold (if not your address):

Type of property you are selling (e.g. house, leasehold flat etc):

Is the property residential and occupied by you?:

Approximate age of property you are selling:

Sale price: £

Secondary price e.g. furnishings sold: £

Current Mortgage Lender:

Current Mortgage Lender address:

Current Mortgage Lender Account Reference:

Any other Mortgage Lender:

Any other Mortgage Lender address:

Any other Mortgage Lender Account Reference:

Your Estate Agents name and address:

Buyers Solicitors name, address & reference:

Buyer 1 Name:

Buyer 2 Name:

Buyers Address:

Any other information about your sale you wish to revise/bring to our attention:

SECTION 3

PURCHASE DETAILS ONLY

Property being bought:

Type of property you are buying (e.g. house, leasehold flat etc):

Intended use of property e.g. my house:

Approximate age of property you are buying:

Purchase price: £

Name(s) of Buyers if not all named above:

Your Mortgage Brokers:

Proposed Mortgage Lender(s):

Approximate new amount being borrowed: £

Sellers Estate Agents name and address:

Sellers Solicitors name, address & reference:

Seller 1 full name:

Seller 2 full name:

Is this transaction dependent on any other matter e.g. property sale?:

Any other information about your purchase you wish to revise/ bring to our attention:

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