Member Login FINANCIAL INTELLIGENCE Apply for your GOLD Member Account Today! APPLY HERE financial needs analysis Life Planning Analysis Private and Confidential Client Namex Current age/I.Didx Spouse/Partner Name Current age/IDid Email Addressx Cell Numberx Phone Numberx Single Married COP Married in ANC Married by ANC with Accrual Widower/Widow ChildrenNameAge In the following section, please enter the various asset values NB. Indicate the Spouse/Partner Inheritance next to asset x = REQUIRED FIELDS D=Direct Inheritance U=Usufruct L=Asset is to be sold after death FIXED ASSETCLIENT SPOUSE/ PARTNERDUL Primary residence Other Residence Farming Property Farming Property 2 Vacant Land Timeshare Other BUSINESS INTERESTS Company Shareholding Company Shareholding 2 Close Corporation Close Corporation 2 Partnership Interests Sole Proprietorship Loan Account Co-Op Shares Farming Equipment Livestock Crops Other INVESTMENTS Bank and Cash Share Portfolio Unit trusts Offshore investments Other INSURANCE Group Life Cover Payable to the Estate Payable to Dependant Beneficiary Ceded to Creditor Buy and Sell Policies Retirement Annuities Donated in ANC Agreement Cash value other Insured Life OTHER Personal effects Household Motor Vehicle Motor Vehicle 2 Firearms Boat,Caravan,Motorcycle hobby.. Personal Usufruct now terminating CONTRACTUAL LIABILITIES Bond: Residential Property Bond: Farming Property Bond; Other Hire Purchase or Leases Bank overdraft and Credit card Personal Loan Income Tax CGT Other FINAL EXPENSES Funeral Other Other 2 Assets that are excluded from an Estate in COP or an Accrual system Inheritance Assets specifically excluded Regular monthly Income needed Daily Living Medical Care Other Income provisions already made Income from Company Funds Year's membership to- date Fund Salary Income by Spouse/Partner Life Insurance Other Income Capital Needed Building alterations Special motor vehicle Medical equipment Other Capital Required Capital already provided Life Insurance Sale of Assets Other Capital Provided Provision for dependents in the event of death Regular monthly income NEEDSAmount per monthfor ? YEARSEscal- ation Family income Support during education of children Other prov on death Other prov on death 2 CAPITAL NEEDED Education cap needs Income during Winding-up of Estate Cash bequests Other cap needs SPECIFIC INSTRUCTIONS financial needs analysis
FINANCIAL INTELLIGENCE
Apply for your GOLD Member Account Today! APPLY HERE
Life Planning Analysis
Private and Confidential
In the following section,
please enter the various asset values
NB. Indicate the Spouse/Partner Inheritance next to asset
x = REQUIRED FIELDS
D=Direct Inheritance
U=Usufruct
L=Asset is to be sold after death
SPOUSE/
PARTNER
ation
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