Client Information 2

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Client Information

Your Information

Part 2 - Your Employment

* Indicates required field

Employment Type *

Employment Status *

If Casual, average hours / week *

Job Title / Occupation *

Industry *

Time in Role - Months *

Years *

On probation? *

Yes No

Annual Gross Income *

Employer / Company Name *

Employer Contact Name *

First

Last

Contact Email *

Employer Address *

Line 1

Line 2

City

State

Zip Code

Country

Contact Phone Number *

Time at this Employer (months, years) *

Date Employed From (dd/mm/yyyy) *

Additional income sources *

Overtime Bonus Allowance Benefits Other

Select any sources that apply

Source details: *

Your Assets

Complete any assets that apply

ASSET

ASSET VALUE

ASSET OWNER

Home - address *

$ *

Applicant 1, Applicant 2 or Both *

Investment 1 - Address *

$ *

Applicant 1, Applicant 2 or Both *

Investment 2 - Address *

$ *

Applicant 1, Applicant 2 or Both *

Motor Vehicle 1 - Make, Model, Year *

$ *

Applicant 1, Applicant 2 or Both *

Motor Vehicle 2 - Make, Model, Year *

$ *

Applicant 1, Applicant 2 or Both *

Investments *

eg. Shares/Manager Funds/Term Deposits

$ *

Applicant 1, Applicant 2 or Both *

Savings Account 1 - Bank, BSB, Account No. *

$ *

Applicant 1, Applicant 2 or Both *

Savings Account 2 - Bank, BSB, Account No. *

$ *

Applicant 1, Applicant 2 or Both *

Home Contents - Insurer Name *

$ *

Applicant 1, Applicant 2 or Both *

Other Assets *

e.g. boats, caravans, collections

$ *

Applicant 1, Applicant 2 or Both *

Superannuation - Company *

Superannuation - Company *

$ *

$ *

Other *

e.g. gifts, inheritance

$ *

Applicant 1, Applicant 2 or Both *

Applicant 1, Applicant 2 or Both *

Applicant 1, Applicant 2 or Both *

Your Liabilities

Complete any liabilities that apply

Home Loan - Lender *

Investment Loan - Lender *

Investment Loan - Lender *

Car Finance - Lender *

Car Finance - Lender *

Personal Loan - Lender *

Credit Card - Lender *

Credit Card - Lender *

Credit Card - Lender *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Monthly Repayment $ *

Balance $ *

Balance $ *

Balance $ *

Balance $ *

Balance $ *

Balance $ *

Balance $ *

Balance $ *

Balance $ *

Total Loan Amt $ *

Total Loan Amt $ *

Total Loan Amt $ *

Customer No. *

Customer No. *

Limit $ *

Total loan amount when taken out

Limit $ *

Limit $ *

Limit $ *

Int Rate % *

Interest Rate % *

Interest Rate % *

Interest Rate % *

Interest Rate % *

Interest Rate % *

Interest Rate % *

Interest Rate % *

Interest Rate % *

Loan Type - Select *

Loan Type - Select *

Loan Type - Select *

Term Left (mm yy) *

Term Left (mm yy) *

Term Left (mm yy) *

Customer No. *

Customer No. *

Customer No. *

Store Card - Lender *

Monthly Repayment $ *

Balance $ *

Limit $ *

Interest Rate % *

Customer No. *

Line of Credit (Used) - Lender *

Balance $ *

Overdraft (Used) - Lender *

Balance $ *

HECS / ATO Debt *

Balance $ *

Monthly Repayment $ *

Other / Notes *

Your Monthly Living Expenses

EXPENSE CURRENT MONTHLY AMOUNT FUTURE MONTHLY AMOUNT
(if buying consider council rates, water, insurance, etc)

BASIC HOUSING & PROPERTY EXPENSES
Power, Gas, Water,
Land/Council Rates, Strata Fees

$ *

$ *

COMMUNICATIONS & MEDIA
Internet/Home Phone,
Mobiles, Foxtel

$ *

$ *

FOOD & GROCERIES
Food, Eating Out

$ *

$ *

RECREATION & ENTERTAINMENT
Holidays, Movies, Newspapers Magazines
Gifts, General Entertainment, Foxtel, etc.

$ *

$ *

CLOTHING & PERSONAL CARE
Clothing, Personal Care, Grooming, etc.

$ *

$ *

MEDICAL & HEALTH
Medical, Doctor, Prescriptions
All Other Medical Costs

$ *

$ *

TRANSPORT
Rego, Fuel, Drivers Lic, Servicing,
Public Transport

$ *

$ *

EDUCATION & CHILDCARE
Fees, Books, Excursions, Sports, After
School Activities, Child Care, etc.

$ *

$ *

INSURANCE
Building, Contents, Life/Income,
Car/s, Health Ins

$ *

$ *

OTHER
Hobbies, Subscriptions, Memberships

$ *

$ *

RENT
Current rental payments

$ *

$ *

Your Credit History

Have there ever been or are there now any current Financial Judgements of Legal Proceedings against any of the applicants?

Select one: *

No Yes

If yes, please provide details below *

Are you aware of any Current Defaults in the last 5 years on your personal Credit Report?

Select one: *

No Yes

If yes, please provide details below *

Are you aware of any late payments on any liabilities such as Home Loans, Personal Loans (last 6 months) or Credit Cards (last 3 months)?

Select one: *

No Yes

If yes, please provide details below *

And lastly, how did you hear about Citrus Finance?

. *

Please ensure you have completed all the required fields
indicated by the *
before clicking on the submission button below.

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