ENQUIRY FORM

Should you wish to receive a mortgage proposal document that details the terms and conditions of various mortgage products currently available, please provide us with a fully completed mortgage enquiry form.

You may complete the form on-line or print the PDF version below and return a completed, scanned copy by e-mail.

Please note that all information is kept confidential and will only be passed onto third parties with your explicit authorisation.

Personal details
1st Applicant
2nd Applicant
Title:
Mr.
Miss
Mrs.
Other
Mr.
Miss
Mrs.
Other
Surname: *
First Names: *
Address:
Date of Birth: *
Nationality:
Portuguese tax resident ?
Yes
No
Yes
No
Status:
Single
Married
Separated
Divorced
Single
Married
Separated
Divorced
Number of children (dependant):
Contact details
Telephone:
Mobile: *
Skype:
E-mail: *
Property to be purchased
Name and branch of Estate Agency:
Name of sales person:
Type and location of property:
Purchase price in EUR:
Required mortgage amount in EUR:
Deposits
Source of funds:
cash
investment
re-mortgage
others, please specify...
Professional details
Employed
Self-Employed
Retired
Employed
Self-Employed
Retired
Name of company:
Occupation:
Position Held:
Length of current employment:
 years
 years
Income details
 
Salary
Dividends
Pension
Salary
Dividends
Pension
Gross income
year
Gross income
year
Income net after tax
year
Income net after tax
year
Guaranteed bonus/overtime
year
Guaranteed bonus/overtime
year
Rental Income
year
Rental Income
year
Investment Income
year
Investment Income
year
Savings and investments
Saving account:
Investments:
Pension fund:
Property assets
Main Residence
Estimated value of main residence:
Number of additional properties:
Estimated value of additional properties:
Existing liabilities
Outstanding mortgage on main residence:
Monthly mortgage payment:
Outstanding mortgage on additional properties:
Monthly mortgage payment:
Outstanding car loans:
Monthly car loan repayment:
Outstanding personal loans:
Monthly personal loan repayment:
Source of referral
How did you hear about us ?: *
Message
Message: *