LEA Financial Services

Home Address

Previous address if less than 3 years

Current residential status Home Owner Private Tenant LA Tenant Living with Partner Living with Family Student Accommodation Forces Accommodation

Home Address

Previous address if less than 3 years

Current residential status Home Owner Private Tenant LA Tenant Living with Partner Living with Family Student Accommodation Forces Accommodation

Home Address

Previous address if less than 3 years

Current residential status Home Owner Private Tenant LA Tenant Living with Partner Living with Family Student Accommodation Forces Accommodation

Home Address

Previous address if less than 3 years

Current residential status Home Owner Private Tenant LA Tenant Living with Partner Living with Family Student Accommodation Forces Accommodation

Please list for us any assets owned by the company/business (name or address of asset, date of acquisition and current value) followed by any liability of the business (mortgage, loan or debt) by showing the name of creditor, date liability incurred, size of liability, monthly costs and date by which liability is to be settled.

We may also need to ask for personal assets & liabilities later, depending on the nature of the funding requirement.

A CV is usually required by lenders along with business plans and projections. We will follow up on this later.

Finally, please identify below any additional issues you would like us to address.

Asset #1

Name or Address of Asset

Date of Acquisition

Current Value

Asset #2

Name or Address of Asset

Date of Acquisition

Current Value

Asset #3

Name or Address of Asset

Date of Acquisition

Current Value

Asset #4

Name or Address of Asset

Date of Acquisition

Current Value

Asset #5

Name or Address of Asset

Date of Acquisition

Current Value

Asset #6

Name or Address of Asset

Date of Acquisition

Current Value

Asset #7

Name or Address of Asset

Date of Acquisition

Current Value

Asset #8

Name or Address of Asset

Date of Acquisition

Current Value

Liability #1

Liability Type Mortgage Loan Debt

Creditor

Date Liability Incurred

Size of Liability

Monthly Cost

Date Liability is to be Settled

Liability #2

Liability Type Mortgage Loan Debt

Creditor

Date Liability Incurred

Size of Liability

Monthly Cost

Date Liability is to be Settled

Liability #3

Liability Type Mortgage Loan Debt

Creditor

Date Liability Incurred

Size of Liability

Monthly Cost

Date Liability is to be Settled

Liability #4

Liability Type Mortgage Loan Debt

Creditor

Date Liability Incurred

Size of Liability

Monthly Cost

Date Liability is to be Settled