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KYC & Product Sign Up – Income & Expenditure Disclosure

For many, discussing your personal finances is a a deeply personal and private matter.


However when applying for a mortgage, credit or for any pensions & insurance products, it is a necessary disclosure and one which will determine both the types of products that will be available as well as the level of funding that you can apply for.


Whilst a key consideration, your adviser will ask you to outline in detail both your income and outgoings, which will usually include a a back period of a number of years. Your IFA will be able to fully guide you through this process and all information disclosed will remain completely confidential.