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TT08.1 Responsible Lending: Client Needs Analysis
Client Needs Analysis
Date:
YOUR DETAILS:
Full name (Client 1):
Full name (Client 2):
If company and/or Trust:
CREDIT ASSISTANCE PROVIDER:
Name:
Company Name:
Australian Credit License Number /Credit Representative
Number (if applicable):
Phone Number:
( )
Mobile Number:
Email Address:
Company/Trust name:
ABN/ACN
Registered address:
State P/code
Business address
(If different from above)
State P/code
Full name/s of trustee/s:
1.
2.
3.
4.
Full name/s of
beneficiaries:
1.
2.
3.
4.
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