Assets form
Abbot Associates Limited

You can submit one form for each asset just ensure you complete your name and email address.

Please compete as much detail as possible or you can upload statements, policy schedules or other documentation. You can also take a photo using your smart phone (make sure the photo is in focus and you can read the text clearly) you can upload the document by attaching it to our upload document form on our website.

Name

Provider

Details of the Provider bank insurance company

Asset Type

please select one option

Bonds

Post office account

Deposit account

Building society account

Insurance bond

Insurance investment

ISA

Bank Account

Unit trusts/ OIEC accounts

Pension

Other

Value

Date valued

YYYY

Date puchased

YYYY

Ownership

Single

Joint with Partner

Joint with someone else

part owned with several others

Ownership details

Full name of other owners and % share

Term

If applicable

In Trust

Yes

Date setup in Trust

YYYY

Trust details

Details of Trustees and Beneficiary’s

Details of interest rate if deposit

Details of withdrawal options

Notes

Any further info you may think is helpful.

Once you have submitted the form we will send you a letter of authority to enable us to gain all the up to date information on your investment directly from the provider.
Most providers require a letter signed by you to release details of your investment to us for your protection. If the investment is in joint names
both will need to sign the letter of authority.

Authoriy letter

I would like you to get all the information on my investment from the provider

I do not wish you to get the information from my provider (this may limit the advice we can provide)

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Assets form Abbot Associates Limited

Assets form
Abbot Associates Limited