Statement of Personal Asset & Liabilities (Business lending)

self employed property investor, occupationl health

Name alan wilson catherine wilson Centre Occupation nurse

Assets

House (Primary Residence)

Property Address Owner Mortgagee Market Value Mortgage Outstanding Equity Third Party Interest* Net Market Value

alan
wilson,catherine
64 galbriath drive, milngavie wilson 0 £325,000.00 £ - £ 325,000.00 0 £ 325,000.00

Other Property Assets

Mortgage Rental Income
Property Address Owner Mortgagee Market Value Outstanding per annum Equity *Third Party Interest Net Market Value
alan
Calath, 7 carbostbeag, carbost, isle of wilson,catherine
skye wilson 0 £325,000.00 £ 30,000.00 £ 325,000.00 £ 325,000.00
alan
16/4 coltbridge millside, wilson,catherine
murrayfield, edinburgh wilson Natwest £240,000.00 £ 117,000.00 £ 10,800.00 £ 123,000.00 £ 123,000.00

16 tron square, edinburgh,

eh1 1rt catheine wilson B&M £140,000.00 £ 87,000.00 £ 20,000.00 £ 53,000.00 £ 53,000.00

Flat ½, 4 mossvale walk, g23

5pf catheine wilson Santander £45,000.00 £ 37,000.00 £ 5,760.00 £ 8,000.00 £ 8,000.00

Flat 10, 71 kemnay gardens, dundee alan wilson B&M £53,000.00 £ 53,000.00 £ 5,400.00 £ - £ -
*The amount of Third Party Interest will be half the Equity where the property is jointly owned
Other Assets
Life Policies
Company Amount

Bank Accounts Other Assets

Company Amount Type Amount
Bank of Scotland £ 55,000 Cash ISA £ 8,700 TOTAL ASSETS (A)
First Direct £ 12,000 PEP £ 13,000 (net of mortgage)
JV investments £ 50,000 £ 972,700.00

Liabilities

Liability Type Name of Lender Limits Amount outstanding

Bank/Other
Bank/Other Loans Loans First Direct Bank/Other Loans £ 8,000.00

Total Liabilities (B) (Excl Property Mortgages above) £ 8,000.00

Taxation (due Date) ASSET SURPLUS (A-B) £ 964,700.00

Income & Commitment of Applicant(s)

Commitments Income
per month App 1 App 2
Finance Costs (mortgage, loans, rental) £ 250 Net monthly salary £ 1,500
Utilities(Elec, gas, telephone, tv etc) £ 400
Housekeeping (Food, cleaning etc) £ 350 Other income £ 1,500
Travel / Motoring (Ins, fuel, train tickets etc) £ 100
Insurance, pensions, savings £ 15 TOTAL MONTHLY INCOME £ 1,500 £ 1,500
Clothing, entertainment etc £ 50
Others £ 190

TOTAL MONTHLY COMMITMENTS £ 1,355 MONTHLY INCOME SURPLUS £ 1,645

The information on this form is a true statement of my/our financial position at this date

Customer
Date
Signature/s

Date reviewed