Personal Financial Profile

Terms & Conditions: Toggle

Your information

White Rose Finance Group provides a range of financial services to corporate and personal clients. We conform to all current requirements of the Data Protection Act and Consumer Credit Act 1974. We hold a valid Consumer Credit License and we are also registered as a data controller for data protection purposes.

The information on this form will be used for the purpose of providing you with the services you may request. It may also be used for keeping you informed of other products and services we provide, unless you tell us not to.

Credit Reference and Fraud Prevention Agencies

We or our partner lending companies may make searches about you at credit reference agencies that will supply us with credit information, for use in the assessment of credit products and other information, as well as information from the Electoral Register, for the purpose of verifying your identity. The agencies will record details of the search type - credit or identification - whether or not this application proceeds. Our lending partners and we may use credit-scoring methods to assess this application and to verify your identity. Credit searches and other information which is provided to us and/or the credit reference agencies, about you, and those with whom you are linked financially, may be used by us and other companies if credit decisions are made about you, or other members of your household. Any of this information may also be used for identification purposes.

To prevent or detect fraud, or to assist in verifying your identity, we may make searches of group records and at fraud prevention agencies who will supply us with information. We may also pass information to financial and other organisations involved in fraud prevention. If you give us false or inaccurate information this may be recorded by our lending partners or ourselves. We, members of our group, and other companies may use this information if decisions are made about you, or others at your address(es), on credit or credit-related services.

By stating a financial association with another party, you are also declaring that you are entitled to:

  • Disclose information about your joint applicant and /or anyone else referred to by you
  • Authorise us to search, link and/or record information at credit reference agencies about you and/or anyone else referred to by you.

Information held about you by the Credit Reference Agencies may already be linked to records relating to one or more of your partners. For the purposes of this application you may be treated as financially linked and your application will be assessed with reference to any “associated” records.

Your information

White Rose Finance Group provides a range of financial services to corporate and personal clients. We conform to all current requirements of the Data Protection Act and Consumer Credit Act 1974. We hold a valid Consumer Credit License and we are also registered as a data controller for data protection purposes.

The information on this form will be used for the purpose of providing you with the services you may request. It may also be used for keeping you informed of other products and services we provide, unless you tell us not to.

Credit Reference and Fraud Prevention Agencies

We or our partner lending companies may make searches about you at credit reference agencies that will supply us with credit information, for use in the assessment of credit products and other information, as well as information from the Electoral Register, for the purpose of verifying your identity. The agencies will record details of the search type - credit or identification - whether or not this application proceeds. Our lending partners and we may use credit-scoring methods to assess this application and to verify your identity. Credit searches and other information which is provided to us and/or the credit reference agencies, about you, and those with whom you are linked financially, may be used by us and other companies if credit decisions are made about you, or other members of your household. Any of this information may also be used for identification purposes.

To prevent or detect fraud, or to assist in verifying your identity, we may make searches of group records and at fraud prevention agencies who will supply us with information. We may also pass information to financial and other organisations involved in fraud prevention. If you give us false or inaccurate information this may be recorded by our lending partners or ourselves. We, members of our group, and other companies may use this information if decisions are made about you, or others at your address(es), on credit or credit-related services.

By stating a financial association with another party, you are also declaring that you are entitled to:

  • Disclose information about your joint applicant and /or anyone else referred to by you
  • Authorise us to search, link and/or record information at credit reference agencies about you and/or anyone else referred to by you.

Information held about you by the Credit Reference Agencies may already be linked to records relating to one or more of your partners. For the purposes of this application you may be treated as financially linked and your application will be assessed with reference to any “associated” records.

Would clients please complete all sections.

Office Use Only

AFC / PA Partner Details
Submitted on behalf of client
Additional Notes

1. Your personal details

Your personal details
Surname
Forenames
Address
 
postcode
Date moved to this address
Have you been at the address detailed above for 3 years or more?
(If no, please detail previous address below)
Previous address
 
postcode
telephone number
Email
Your date of birth (dd/mm/yyyy)
Number of dependants?
Are you
Are you
other

2. Your employment

Are you self employed?
If self employed, do you have accounts?
Occupation:
Name of Employer:
Annual Salary/ drawings (£)
Employment Start Date

3. Spouse / Partner details

Surname
Forenames
Spouse/Partner(s) date of birth
Occupation
Are you self employed?
Name of Employer:
Annual Salary/ drawings?
Employment Start Date

4. Monthly income and expense breakdown

To be completed by all applicants

Monthly Income
£
Monthly Expenditure
£
Net Drawings Salary Mortgage / Rent
Spouse/Partner's Net Salary Life Assurance / Pension
State Benefits (e.g. Child Benefit) General / Domestic
Investment Income Council Tax Payments
Other Regular Income Other Expenditure
Total Monthly Income Total Monthly Expenditure

5. Other Personal Liabilities

whether taken solely in your name or jointly with others, but excluding Mortgage(s)

Name of Lender / Source of
Finance
Type of loan/funding
(e.g. HP / leasing)
Amounts
outstanding £
Amounts you pay
monthly £
Credit Limit £
(if applicable)
Final Repayment
year (if applicable)
      Total:  

6. Personal Guarantees

have you provided any other guarantee obligations (please provide details)

Who was the guarantee granted for Purpose of Guarantee Amount £

7. Personal assets

Please fill in the information below.

  Main Residence Other Property Value £ Other Property Value £
Estimated Present Value £ £ £ £
Mortgage Outstanding £ £ £
Owned solely / jointly?
Is the property let?
Lender(s)
Term remaining years years years
Repayment Method

8. Other Personal Assets

do not include business assets. Please give the estimated present value.

Cash Deposits £ Name of Bank / Building Society
Quoted Shares £    
Life Policy(s) £ Death Cover £
Other £ Please specify

Declaration

I/We declare(s) that the information given here is correct and complete. The proceeds of the credit applied for will be used for business purposes only.

I/We confirm that White Rose Finance Group may disclose my/our information to other companies and their respective employees and agents.

I/We further confirm having read, understood and accept the Terms and Conditions attaching to these facilities.

Keeping You Informed

We would like to tell you by letter, phone or fax, including automatic dialling, e-mail or other electronic means, about products and services from ourselves and lending partners which we believe would be of interest to you and which are offered by us and other selected companies.

Please note that NOT agreeing means that we will NOT be able to tell you about additional benefits available.

Giving Your Consent

It is important that you read and understand the section entitled Your Information, (including Credit
Reference and Fraud Prevention Agencies
) at the beginning of this application form and Keeping You
Informed above. By submitting this application, you agree that we can use your information in this way.

IMPORTANT

*Please tick this box to give consent to the above.

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Call us today

Telephone White Rose Finance on 0845 838 1954.

enquiries@whiterosefinance.com