Consent to Disclose Personal Information to Portfolio(s)

Portfolios PIF ATF Portfolios Trust (Portfolios) ACN 135 036 841 is required to collect, use and disclose information to provide the products and services requested by you or on your behalf.

Purpose For Collecting Personal Information

You agree that we may collect, use and disclose your personal information for the following purposes:

Processing and tracking your requested services and products;
Processing commission payments;
Marketing and sales promotion;
Administrative operations including statistical reports, accounting, record keeping;
Complying with legislative and regulatory requirements;
Developing, establishing and administering alliances and other arrangements with other organisations relating to the promotion, administration and use of our respective products and services.

Disclosure Of Personal Information

You agree and consent that we may disclose your personal information to each other (including related entities, employees, agents and persons otherwise engaged). You also agree and consent that we may disclose your personal information to the following types of persons and organisations for the purpose outlined above:

Banks, financial institutions, and other product or service providers;
Organisations with whom Portfolios has alliances and other arrangements and organisations considering and alliance, investment, or other arrangement with Portfolios;
Consultants, advisers and experts; and related entities, employees, contractors, agents and persons otherwise engaged by any of the above.

Access To Your Personal Information

All your personal information held by Portfolios will be used and disclosed in accordance with the Portfolios Portfolio Review Form, available on the Portfolios web site www.portfolios.net.au. Subject to the provisions of the Privacy Act 1988 (Cth), you can arrange access to your personal information held by us by calling Portfolios office on (02) 49812930. If you do not provide us with the requested personal information, Portfolios will not be able to supply you with the products or services requested by you or on your behalf. You have the right at any time to request us not to telephone you or provide you with any further information about products and services and not to disclose your information to any other organisations for that purpose. You may do this by calling Portfolios office on (02) 49812930.

Client Consent And Declaration

I/we:

Acknowledge that I/we have read the above and consent to my/our personal information being collected, used and disclosed as stated above. I/we also consent to Portfolios receiving a fee from the appointed lender for this transaction.
Consent to Portfolios contacting me by telephone, email, letter or any other means for marketing and sales promotion. I/we state that this consent to be contacted for marketing and sales promotion is a continuing consent unless I/we withdraw it by contacting Portfolios (which I/we may do at any time).
I / we advise that the information provided on this form is complete and accurate to the best of my / our knowledge.
I / we acknowledge that by not providing complete and accurate information on my / our personal and financial position, it may affect the outcome of our portfolio review.
I / we authorise Portfolios to enter our application on an online software program with our personal details for a quicker turn around time for an indicative approval.

By checking this box, you agree that the information is true and correct to the best of your knowledge, reflects accurately your financial situation and gives consent to disclose personal information to Portfolios to enable us to maximise your potential outcome.

I Agree

Details (all fields in this section are required)	Applicant 1	Applicant 2
Surname:
First Name:
E-mail Address:
Home Phone:
Mobile:
Clean Credit History:	Yes: No: Unsure:	Yes: No: Unsure:
Any Rates or Loan Arrears:	Yes: No:	Yes: No:
Current ABN (N/A if none):
Relationship to Applicant 2:
No. of dependents under 18 years:
Best time to contact you:	Day: Time:
Give us a quick insight into your risk profile.
What strategies are you looking to do in property?

Your Preferred Investment
Type:
Location:
Known Postcode/s:
Price Range:

Future Property Ownership Details (Either Personal or Other Structure)
Personal Name/s:
OR:	Company: Dis: Trust: SMSF:
Full Legal Name Of Entity:

All Property Assets and Liabilities
Street Address	Postcode	Owning Entity	Value	Debt	Lender	Interest Rate	Weekly Rent





Add Another Row		Totals:

General Liabilities					General Assets
	Limit	Curr Debt	Lender	Monthly $		Applicant 1	Applicant 2
Credit Card 1					Car/Vehicle
Credit Card 2					Superannuation
Personal Loan 1					Savings
Personal Loan 2					Shares
Rent Paid:	Yes: No:				Other Assets

Income, Employment/Business Summary
	PAYG/Self Emp	FT/PT/Cas/Other	Employer/Business Name	Employ Time	Occupation/Role	Gross Income
Person 1
Person 2
Business Name:			Web Address:		ABN:
Other Investments:		Business:	Shares:		Other:

Further Requirements
Are you interested in participating in further investment workshops?	Yes: No:
Do you want to receive important investment tips and tools via email?	Yes: No:
Do you require guidance on getting the most from your financial structure?	Yes: No:
Do you require help with setting up a company and trust entity?	Yes: No:
Do you require assistance with sourcing property?	Yes: No:

Your Potential Insurance Requirements
Insurance Type	Applicant 1	Applicant 2	Other Information About Insurance:
Life
Disability
Income Protection
Home Building and Contents
Landlords
Do all your investment properties have a current depreciation schedule?			Yes: No:

Current Team
Accountant Financial Advisor Conveyancing Insurance Broker
Are you satisfied with all these providers?	Yes: No:

Goals And Outcomes
Write three (3) potential outcomes from our partnership.
1.
2.
3.
How did you hear about us?