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Online Financial Statement Form
"I need an Online Financial Statement Form for my fintech startup that will be used to collect financial information from high-net-worth investors in England, with specific sections for investment portfolios and business holdings, to be launched in March 2025."
1. Personal Information: Collection of basic personal and contact details including name, address, date of birth, contact information
2. Income Details: Regular income sources, employment information, salary, benefits, and frequency of payments
3. Expense Information: Regular monthly outgoings and financial commitments including utilities, rent/mortgage, insurance, living expenses
4. Asset Declaration: List of owned assets including property, vehicles, investments, savings accounts and their current values
5. Liability Declaration: Outstanding debts, loans, credit cards, and regular payment obligations with amounts and terms
1. Business Income: Details of business income, profit/loss statements, and business assets for self-employed individuals or business owners
2. Investment Portfolio: Detailed breakdown of investment holdings including stocks, bonds, funds, and other financial instruments
3. Dependent Information: Information about financial dependents including children, elderly relatives, or others financially supported by the applicant
1. Supporting Documentation Checklist: Comprehensive list of required documents needed to verify the financial information provided
2. Privacy Notice: Detailed information about how personal and financial data will be processed, stored, and protected in accordance with UK GDPR
3. Declaration of Truth: Legal statement for the applicant to sign confirming the accuracy and completeness of all provided information
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