Berkeley Burke Fact Find Form
The Berkeley Burke Online Fact Find is developed by Berkeley Burke & Co Ltd to fully evaluate your personal details, financial background and history, so that we can provide you with a full professional advice service that can address all of your financial planning options, including future savings, retirement options, inheritance tax planning, protection planning and investments via one of our qualified consultants. Berkeley Burke are usually only able to provide advice, guidance or services to clients based in the United Kingdom. If you have any further queries, then please contact us directly.
In the Fact Find, you’ll have to provide information about who you are, where you live, your financial situation, as well as information regarding any assets, liabilities, investments or pension arrangements you currently hold. We will also need to know about your current salary, mortgages, inheritance and savings, and the more information you give us, the more accurate your consultant can be when putting together a financial recommendation. Examples of the types of evidence required are below:
|Personal||Loan agreements, alimony payments, child support, separation agreements|
|Salary||Bank account statements, wage slips|
|Inheritance||Last Will & Testament, Grant of Probate|
|Investments||Balance statements, references, letters|
|Pensions||Annuity letters, statements, references|
|Assets||Contracts, solicitors letters|
To begin your Online Berkeley Burke Fact Find, simply use the user login box below to safely and securely access the Fact Find. Setting up an account takes seconds, and once a user account has been set up, you can login and access any new or part-completed Fact Find forms as appropriate.
Due to the large amount of information required to complete the Berkeley Burke Fact Find, you have the option to 'Save & Resume' your progress, so you can return to the form within 30 days of beginning to complete the form. Once we have received your completed Fact Find form, Berkeley Burke will contact you directly within 3 working days with a copy of your completed Fact Find and a Risk Profile document, so we can fully evaluate your attitude to risk and your approach to investments.
Once this process is completed, we will review your information and match your investment or retirement objectives to one of our professional, fully qualified, independent financial planning consultants who will then meet with you to further discuss how to best meet your specific needs.
|Data Protection Act 1998|
Any personal data you provide on this fact find form is subject to the Data Protection Act 1998 (DPA) and will only be processed by Berkeley Burke & Company Ltd (BBCL) for the purposes of providing advice, administration and management.