Questionnaire - ICE FInance

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In Principle DecisionYOUR PERSONAL ONLINE FORM

Let's get you Pre-Approved

Your 1st step to getting a French € mortgage

make your French dream happen !

Let's begin..YES

Please complete this form on a computer or laptop

some smartphones may not be compatible unfortunately

IMPORTANT - Minimum Mortgage Amount

Please note that the French banks we work with impose a strict MINIMUM mortgage amount currently set at 100 000€ - please do not complete this form is you require a mortgage for less than 100 000€ but rather contact us directly for further information

I have read and fully understand the above message

No Yes

IMPORTANT - Please Read

ALL named buyers of the new French property MUST apply as borrowers by French law. Irrespective if the person has income or not.

I have read and fully understand the above message

No Yes

How many borrowers will there be?*

Please read the important message above

Please specify the currency you will use on this form*

Other Currency*

please specify

1st ApplicantYOU

First Name

Last Name

Your age*

Nationality*

Please indicate your nationality*

Write Here

Email Address

International Phone Country Code*

Your International Phone Code

Your phone number

Status*

Do you have any dependent children?

No Yes

Age of Children

Write Here

Country where you reside now?*

Since how many years?*

If other, please indicate the country

Write Here

Country where you pay income tax?*

If other, please indicate the country

Write Here

2nd ApplicantBUYER nº 2

Name

Your age*

Email Address

Phone

Nationality

Please indicate your nationality

Write Here

Status

Do you have any dependent children?

not included with applicant 1

No Yes

Age of Children

Write Here

Country where you reside now?

Since how many years?*

If other, please indicate the country

Write Here

Country where you pay income tax?

If other, please indicate the country

Write Here

3rd ApplicantBUYER nº 3

Name

Your age*

Phone

Nationality

Please indicate your nationality

Write Here

Status

Do you have any dependent children?

not included with applicant 1 or 2

No Yes

Age of Children

Write Here

Country where you reside now?

Since how many years?*

If other, please indicate the country

Write Here

Country where you pay income tax?

If other, please indicate the country

Write Here

4th ApplicantBUYER nº 4

Name

Your age*

Phone

Nationality

Please indicate your nationality

Write Here

Status

Do you have any dependent children?

not included with applicant 1, 2 or 3

No Yes

Age of Children

Write Here

Country where you reside now?

Since how many years?*

If other, please indicate the country

Write Here

Country where you pay income tax?

If other, please indicate the country

Write Here

The French PropertyTHE DREAM

Tell us about your project

Have you found a property to buy yet?*

YES

If Yes, please indicate the 5-digit French post code

Write Here

If No, what region/town are you considering?

Write Here

Type of Property*

Property will be used as*

Purchase Price*

Amount in Euros please

If applicable, how much are the renovation works estimated to cost?

Amount in Euros please

Mortgage amount required*

Amount in Euros please

Mortgage Term required*

Number of Years

Origin of your deposit*

Do you intend to purchase via a Real-Estate Holding Company?*

YES

If Yes, which type

Please explain how you intend to own the property*

Write here

Ideally, when are you looking to move in?

Select Date ×

Do you have a weblink for the property to copy & paste here

Write Here

1st ApplicantYOUR INCOME

Employment Status*

If you are Employed

Employers Name

Write Here

Employers Website address

Write Here

Position held

Write Here

Town/Country where you work

Write Here

The year you started with current employer

Write Here

If less than 2 years, previous company & position

Write Here

Gross BASIC salary per annum

Write Here

Any annual Car allowance?

Write Here

Do you receive an annual bonus

YES

Bonus in 2019

Bonus in 2018

Bonus in 2017

If you are a Director of your OWN company

Your Company Name

Write Here

Your Company Website Address

Write Here

What type of trade does your company do?

Write Here

In which country is your company incorporated?

Write Here

Year when your company was incorporated

Write Here

What is your official company registration number

Write Here

Last 3 years total personal income from your business as stated on your personal tax returns

Last tax year*

Yearly income

Salary

Dividends

2 tax years ago*

Yearly income

Salary

Dividends

3 tax years ago*

Yearly income

Salary

Dividends

If you are Self-Employed

Your Company Trading Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since which year have you been in continuous self-employement?

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

If you are in a Partnership

Your Partnership Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since which year have you been in this continuous Partnership?

Write Here

What is your official company registration number, if one exists

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

How many years have you been retired*

Gross PENSIONS amount received per annum

Write Here

Please explain your status

Write Here

2nd ApplicantYOUR INCOME

Employment Status*

If you are Employed

Employers Name

Write Here

Employers Website address

Write Here

Position held

Write Here

Town/Country where you work

Write Here

The year you started with current employer

Write Here

If less than 2 years, previous company & position

Write Here

Gross BASIC salary per annum

Write Here

Any annual Car allowance?

Write Here

Do you receive an annual bonus

YES

Bonus in 2019

Bonus in 2018

Bonus in 2017

If you are a Director of your OWN company

Your Company Name

Write Here

Your Company Website Address

Write Here

What type of trade does your company do?

Write Here

In which country is your company incorporated?

Write Here

Month & Year when your company was incorporated

Write Here

What is your official company registration number

Write Here

Last 3 years total personal income from your business as stated on your personal tax returns

Last tax year*

Yearly income

Salary

Dividends

2 tax years ago*

Yearly income

Salary

Dividends

3 tax years ago*

Yearly income

Salary

Dividends

If you are Self-Employed

Your Company Trading Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since which year have you been in continuous self-employment?

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

If you are in a Partnership

Your Partnership Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

What is your official company registration number, if one exists

Write Here

Since which year have you been in this continuous Partnership?

Write Here

Your personal NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

How many years have you been retired*

Gross PENSIONS amount received per annum

Write Here

Please explain your status

Write Here

3rd ApplicantYOUR INCOME

Employment Status*

If you are Employed

Employers Name

Write Here

Employers Website address

Write Here

Position held

Write Here

Town/Country where you work

Write Here

The year you started with current employer

Write Here

If less than 2 years, previous company & position

Write Here

Gross BASIC salary per annum

Write Here

Do you receive an annual bonus

YES

Bonus in 2019

Bonus in 2018

Bonus in 2017

If you are a Director of your OWN company

Your Company Name

Write Here

Your Company Website Address

Write Here

What type of trade does your company do?

Write Here

In which country is your company incorporated?

Write Here

Month & Year when your company was incorporated

Write Here

What is your official company registration number

Write Here

Last 3 years total personal income from your business as stated on your personal tax returns

Last tax year*

Yearly income

Salary

Dividends

2 tax years ago*

Yearly income

Salary

Dividends

3 tax years ago*

Yearly income

Salary

Dividends

If you are Self-Employed

Your Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since which year have you been in continuus self-employment?

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

If you are in a Partnership

Your Partnership Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since which year have you been in this continuous Partnership?

Write Here

What is your official company registration number, if one exists

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

How many years have you been retired*

Gross PENSIONS amount received per annum

Write Here

Please explain your status

Write Here

4th ApplicantYOUR INCOME

Employment Status*

If you are Employed

Employers Name

Write Here

Employers Website address

Write Here

Position held

Write Here

Town/Country where you work

Write Here

The year you started with current employer

Write Here

If less than 2 years, previous company & position

Write Here

Gross BASIC salary per annum

Write Here

Do you receive an annual bonus

YES

Bonus in 2019

Bonus in 2018

Bonus in 2017

If you are a Director of your OWN company

Your Company Name

Write Here

Your Company Website Address

Write Here

What type of trade does your company do?

Write Here

In which country is your company incorporated?

Write Here

Month & Year when your company was incorporated

Write Here

What is your official company registration number

Write Here

Last 3 years total personal income from your business as stated on your personal tax returns

Last tax year*

Yearly income

Salary

Dividends

2 tax years ago*

Yearly income

Salary

Dividends

3 tax years ago*

Yearly income

Salary

Dividends

If you are Self-Employed

Your Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since when have you been in continuous self-employment?

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

If you are in a Partnership

Your Partnership Company Name

Write Here

Your Company Website Address

Write Here

What type of professional trade/activity do you do?

Write Here

Since when have you been in this continuous Partnership?

Write Here

What is your official company registration number, if one exists

Write Here

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Last tax year

Yearly income

Personal taxable NET profit

2 tax years ago

Yearly income

Personal taxable NET profit

3 tax years ago

Yearly income

Personal taxable NET profit

How many years have you been retired*

Gross PENSIONS amount received per annum

Write Here

Please explain your status

Write Here

Other IncomeANY OTHER INCOME?

Exisitng Rental Income you ALREADY receive

Existing Rental Income - please state the YEARLY amount

ANNUAL Gross amount from all EXISTING rental properties

Write Here

Investment Income you ALREADY receive

Investment Income - please state the YEARLY amount

As stated on your last personal tax return

Write Here

Other Income

Please specify

as per your personal tax returns

Write Here

Monthly OutgoingsYOUR DEBT

Do you live in EMPLOYER provided acommodation?

No Yes

Your MAIN Home - if via a Mortgage payment - cost per month*

Write 0 if not applicable

Or your MAIN Home if via a Rent payment - cost per month*

Write 0 if not applicable

Any Holiday / Second Home Mortgage - cost per month*

Write 0 if not applicable

Rental Property Mortgage(s) - total cost per month*

Total Gross amount - BEFORE any deductions

Write 0 if not applicable

Car Loan(s) - cost per month*

Write 0 if not applicable

Other Loan(s) - cost per month*

Write 0 if not applicable

Maintenance / Alimoney - cost per month*

via court judgement

Write 0 if not applicable

If any of the above terminate within 6 months

PLEASE SPECIFY

Write Here

How many different credit cards do you have in total*

For ALL borrowers - please include AMEX and other charge cards / store cards etc

Credit Cards - total balance outstanding*

total balance outstanding for ALL credit cards

** only write 0 if balance ALWAYS cleared at month end

Have you undertaken an "equity release / HELOC" type mortgage of any kind within the last 12 months?

If yes, please explain

No Yes

Please explain about this re-mortgage

amount and reasons why you did the equity release / home credit line

Write Here

Do you intend to undertake a new "equity release / home equity line of credit" drawdown mortgage of any kind PRIOR to purchasing the new French property?

If yes, please explain

No Yes

Please explain about the new re-mortgage

amount and reasons why you will need this new money

Write Here

Your AssetsWHAT YOU OWN

Number of properties owned in your Personal names (all borrowers combined)*

Value of your MAIN home

Write Here

MAIN HOME mortgage balance outstanding*

Write 0 if not applicable

Value of all other properties (rental, holiday, etc)

Write Here

All other mortgage balances outstanding (rental, holiday, etc)*

Write 0 if not applicable

Current value of CASH savings in your Personal names (all borrowers combined)*

Cash, Premium Bonds, ISA, Savings Plans, etc

Write Here

Current value of Stocks & Shares in your Personal names (all borrowers combined)*

Public quoted shares, Private company, Employee Stock Option plans, Goverment Bonds..

Write Here

Current value of other Investments in your Personal names (all borrowers combined)*

Gold, Diamonds, Watches, Art, Forestry, Classic Cars....

Write 0 if not applicable

Current Gross value of your private pension plans (SIPP / 401k / superannuation, etc)*

Write 0 if not applicable

If you own a Property Rental Company (Ltd, Plc, LLC, Inc..), approximate NET value of the company property assets

NET value after mortgages/other debt

Write Here

Number of Rental Properties Owned in the name of the above Rental Company

Other Information you feel would be helpful

Please use this space to tell us something you feel is of importance

UNITED STATES OF AMERICAUSA connection

Do any borrowers hold a USA passport?

No Yes

Are any borrowers a resident in the USA?

No Yes

Were any borrowers born in the USA?

No Yes

Do any borrowers hold any bank accounts in the USA?

No Yes

Do any borrowers submit tax documents to the US Internal Revenue Service (IRS)?

No Yes

ConfirmationFINISHED

So far, are you happy with our client service?

We may never be.., but we strive to be professionally perfect!

NO YES

Which Estate Agent from LEGGETT IMMOBILIER recommended you to us?

First Name & Surname if known

Other Information you feel we should know

eg: details of existing French mortgage to refinance, bridging loan reasons, employment change, etc

Write Here

By submitting this form, you hereby agree to accept our Terms & Conditions.

BACK HOME

Form successfully restored

In Principle DecisionYOUR PERSONAL ONLINE FORM

Let's get you Pre-Approved

Your 1st step to getting a French € mortgage

make your French dream happen !

Let's begin..YES

Please complete this form on a computer or laptop

some smartphones may not be compatible unfortunately

Please note that the French banks we work with impose a strict MINIMUM mortgage amount currently set at 100 000€ - please do not complete this form is you require a mortgage for less than 100 000€ but rather contact us directly for further information

ALL named buyers of the new French property MUST apply as borrowers by French law. Irrespective if the person has income or not.

1st ApplicantYOU

2nd ApplicantBUYER nº 2

3rd ApplicantBUYER nº 3

4th ApplicantBUYER nº 4

Purpose of MortgageWHAT IS THE PROJECT?

What will the mortgage be used for?

The French PropertyTHE DREAM

Tell us about your project

1st ApplicantYOUR INCOME

Last 3 years total personal income from your business as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

2nd ApplicantYOUR INCOME

Last 3 years total personal income from your business as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Your personal NET profit for last 3 years as stated on your personal tax returns

3rd ApplicantYOUR INCOME

Last 3 years total personal income from your business as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

4th ApplicantYOUR INCOME

Last 3 years total personal income from your business as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Your personal taxable NET profit for last 3 years as stated on your personal tax returns

Other IncomeANY OTHER INCOME?

Exisitng Rental Income you ALREADY receive

Investment Income you ALREADY receive

Other Income

Monthly OutgoingsYOUR DEBT

Your AssetsWHAT YOU OWN

UNITED STATES OF AMERICAUSA connection

ConfirmationFINISHED

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