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Investor Profile Form

Investor Profile





(eg. 28 y.o.)




(Apt/Suite # and Street #)
City*
State*
Postal Code*

(eg. 5 yrs 12 mos)


(eg. +61 4XXXXXXXX)


Employment Details



(eg. $XX,XXX AUD)

Are you employed?

 





Partner Profile



(eg. +61 XXXXXXXXX)


(dd/mm/yyyy)




(eg. $XX,XXX AUD)

(dd/mm/yyyy)

Are you employed?






(dd/mm/yyyy)

Please list the name of dependants and Date of Birth


eg. John Smith, (dd/mm/yyyy)

Property Details

Please enter your property address first then in the details please input in this order seperated by commas.

Example: Value,Loan Amount,Bank,Interest Rate, Fixed or Variable, and Rent.
Example 2:  Value 396000, Loan Amount 360000, Bank ANZ, Interest Rate 4%, Fixed/Variable Fixed, Rent 1600 Mth.

Please select the number of properties you own/rent 1 2 3 4 5

1Your Property 1 Information

Please choose whether Property is PPOR (Principal Place of Residence) or Rent


(eg. $X,XXX AUD)

Apt/Suite #, Street #, City, State, and Postal Code

(dd/mm/yyyy)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. IO, Variable, or Split)

(eg. 3%)

(eg. Bank ANZ)

2 Your Property 2 Information

Please choose whether Property is PPOR (Principal Place of Residence) or Rent


(eg. $X,XXX AUD)

Apt/Suite #, Street #, City, State, and Postal Code

(dd/mm/yyyy)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. IO, Variable, or Split)

(eg. 3%)

(eg. Bank ANZ)

3 Your Property 3 Information

Please choose whether Property is PPOR (Principal Place of Residence) or Rent


(eg. $X,XXX AUD)

Apt/Suite #, Street #, City, State, and Postal Code

(dd/mm/yyyy)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)


(eg. IO, Variable, or Split)

(eg. 3%)

(eg. Bank ANZ)

4 Your Property 4 Information

Please choose whether Property is PPOR (Principal Place of Residence) or Rent


(eg. $X,XXX AUD)

Apt/Suite #, Street #, City, State, and Postal Code

(dd/mm/yyyy)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. IO, Variable, or Split)

(eg. 3%)

(eg. Bank ANZ)

5 Your Property 5 Information

Please choose whether Property is PPOR (Principal Place of Residence) or Rent


(eg. $X,XXX AUD)

Apt/Suite #, Street #, City, State, and Postal Code

(dd/mm/yyyy)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. $XXX,XXX AUD)

(eg. IO, Variable, or Split)

(eg. 3%)

(eg. Bank ANZ)

Assets and Liabilities

On each Asset liability please enter severated by a comma  Value/Limit, Owing, Lender, Name relating to.
Example: Vehicle1, Value/Limit 18,000, Owing 6000, Lender ANZ, Name relating to: John Smith.






Please indicate vehicle you own, if the vehicle is financed,
under what company and at what rate.

Please indicate vehicle you own, if the vehicle is financed,
under what company and at what rate.

List all of your share names and share amounts.

List all of your Super Funds, Amounts and Fund Names.

List all of Partner Super Funds, Amounts and Fund Names.


Please specify name of lender, loan amount, rate
including repayment per month.






Thank you for taking the time to fill in the profile.

Integrity Property Investor Services Pty Ltd (IPIS) Privacy Policy, compliant with the Privacy Act 1988, details procedures and controls regarding the handling of the personal information of clients. The provision of services to our clients necessarily requires the disclosure of personal information between IPIS staff, and associated professional service providers, in order to support the needs of individual client plans.

Legal Disclaimer: This information (“the information”) is presented for illustrative and educational purposes only. It is not presented nor should it be treated as real estate advice, legal advice, investment advice, or tax advice. All investments involve risk and potential loss of money. If you require advice in any of these fields you should contact a suitably qualified professional to assist and advise you. Your personal individual financial circumstances must be taken into account before you make any investment decision. We urge you to do this in conjunction with a suitably qualified professional. Integrity Property Investor Services Pty Ltd, Daimien Patterson, and their associated companies, researchers, authorised distributors and licensees, employees and speakers do not guarantee your past, present or future investment results whether based on this information or otherwise. Integrity Property Investor Services Pty Ltd, Daimien Patterson, and their affiliated companies disclaim all liability for your purchase decisions. You should do your own independent due diligence and seek the advice of qualified advisors before making any investment decision.

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