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Factfindcharlie.nicholls2021-01-08T17:27:00+00:00

CPN Factfind

1Introduction
2Personal details
3Objectives
4Dependents
5Employment
6Income
7Taxation
8Expenses
9Assets & Liabilities
10Pensions
11Protection
12Estate and Health
13Final summary

  • CPN Client Questionnaire

    Hello, and welcome to the online CPN Client Questionnaire. Please note this form should only be completed by clients of CPN..

    As a regulated company, we have to know certain information about our clients in order to give advice.

    We have tried to keep this as brief as possible, and this online form should only take you a maximum of 15 minutes to complete. Please answer as accurately and honestly as you can. If you have any worries or questions, please give our friendly support team a call on 01243 780077.

    Are you ready to get started?

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  • Personal Details

    To get started, we just need to take a couple of details from you so we can match you to our system.
  • This must be exactly the same as it appears on any identity documents you provide to use (such as your passport)
  • Please enter the details of your main residence
  • Please enter the best contact number for us to reach you on

  • Personal details (joint applicant)

    Please enter the details of the joint applicant
  • This must be exactly the same as it appears on any identity documents you provide to use (such as your passport)
  • Please enter the best contact number for us to reach you on
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  • Objectives

  • Please choose the objectives that best represent what you are looking to achieve. You can choose up to 3 objectives.
  • It is important to note that CPN only provides services to client who are looking to invest for the medium to long term
  • In order to pass FCA anti money laundering checks, we must know where this money has come from. Examples could be the sale of a house, an inheritance or just from personal savings. Please give as much detail as possible.
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  • Dependents

    A dependent is anyone who relies on you financially, such as a child or elderly relative.
  • Please enter a number from 1 to 4.
  • Please describe how this person is dependent on you
  • Please describe how this person is dependent on you
  • Please describe how this person is dependent on you
  • Please describe how this person is dependent on you
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  • Employment details

  • Employment details for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}
  • If you have more than one employer, please enter your main employer.
  • Enter as much detail as possible

  • Employment detals (for applicant 2)

  • Employment details for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}
  • If you have more than one employer, please enter your main employer.
  • Enter as much detail as possible
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  • Income Details

  • Income details for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}
  • Tick all that apply
  • Please enter how much your annual income is (including any bonuses) from working.
  • Please enter how much annual income you receive from any investments you hold, such as ISAs, Investment Bonds, Shares, Investment Portoflios.
  • Please enter how much annual income you receive from any rental properties.
  • Please enter the total annual income you receive from any pensions (inclusing the state pension)
  • Please enter the total annual income you receive from any maintenance payments
  • Enter as much detail as possible
  • It is essential that all clients have at least 3 months of emergency cash that can cover their outgoings in the short term should they encounter an emergency.

  • Income details (for applicant 2)

  • Income details for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}
  • Tick all that apply
  • Please enter how much your annual income is (including any bonuses) from working.
  • Please enter how much annual income you receive from any investments you hold, such as ISAs, Investment Bonds, Shares, Investment Portoflios.
  • Please enter how much annual income you receive from any rental properties.
  • Please enter the total annual income you receive from any pensions (inclusing the state pension)
  • Please enter the total annual income you receive from any maintenance payments
  • Enter as much detail as possible
  • It is essential that all clients have at least 3 months of emergency cash that can cover their outgoings in the short term should they encounter an emergency.
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  • Taxation

  • Tax information for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}
  • This only applies to losses in the last 3 years

  • Tax information (for applicant 2)

  • Tax information for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}
  • This only applies to losses in the last 3 years
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  • Expenses

    In order to give compliant advice, we need to know how much your general outgoings are. We know this can be hard to calculate, so please just put in estimates as best you can.
  • Please enter the monthly cost
  • Please enter the monthly cost
  • Please enter the monthly cost
  • Please enter the monthly cost
  • Please enter the monthly cost
  • Please enter the monthly cost
  • Enter as much detail as possible
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  • Assets and Liabilities

  • Main Residence

  • If you haven't had it valued recently, please still give an estimated valuation.
  • e.g HSBC
  • i.e how much do you still owe to your lender
  • How many years are left on the morgage?
  • Who is thie life insurance company you have a policy with?

  • Property Assets

  • What is the total value of all of your other property (excluding your main residence)
  • What is the total value of all of your vehicles? e.g cars, boats
  • What is the total value of all of your business interests? Please enter the valaution of your share of the business only.
  • Please let us know whether this is a jointly or individually owned business interest.

  • Liquid assets

  • How much cash is there is your bank & building society accounts?
  • If it is a mixture, please select other and briefly outline the ownership structure.
  • How much do you have invested in individual shares?
  • Please outline how many shares you own and of which companies below.
  • How mush do you have invested in ISAs?
  • The value of investment ISAs held by the first applicant
  • The value of Investment ISAs held by the second applicant
  • How much do you have invested in Investment Bonds?
  • How much do you have invested in other investment accounts such as investment portfolios and collective accounts?
  • If it is a mixture, please select other and briefly outline the ownership structure.

  • Other assets

  • If you hold any other major assets that have not been covered above, please give details here.

  • Liabilities

  • Please let us know what liabilities you currently have.
  • How much do you have left to pay off?
  • How much do you have left to pay off?
  • How much do you have left to pay off?
  • How much do you have left to pay off?
  • How much do you have left to pay off?
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  • Pensions

    We will also need information surrounding your pension assets.
  • Pension information for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}
  • Please tick all that apply
  • Please list all current personal pension providers and separate each one using a comma e.g Aviva, Royal London, Prudential
  • You may be receiving and annuity or you may be in drawdown

  • Pension information (for applicant 2)

  • Pension information for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}
  • Please tick all that apply
  • Please list all current personal pension providers and separate each one using a comma e.g Aviva, Royal London, Prudential
  • You may be receiving and annuity or you may be in drawdown
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  • Protection

    What sorts of insurance policies you have in place will have a strong bearing on which types on investments you should be taking out.
  • Protection information for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}
  • Please tick all that apply. These may be policies you hold directly or that are provided to you through your employer.

  • Protection information (for applicant 2)

  • Protection information for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}
  • Please tick all that apply. These may be policies you hold directly or that are provided to you through your employer.
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  • Health

  • Health Information for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}

  • Health information (for applicant 2)

  • Health Information for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}

  • Estate Planning

  • Estate Information for {Full Legal Name (First):2.3} {Full Legal Name (Last):2.6}
  • This could be that you are a Settlor, Trustee or Beneficiary in relation to a Trust.

  • Estate information (applicant 2)

  • Estate Information for {Full Legal Name (First):140.3} {Full Legal Name (Last):140.6}
  • This could be that you are a Settlor, Trustee or Beneficiary in relation to a Trust.
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  • Final summary

    Please find below a summary of all the responses you have given. If you need to make any changes, please navigate to the relevant section by clicking the links at the top of this form.

    If you are happy with everything, please scroll to the bottom and press submit.

  • If there is any other information that is pertinent to your financial life that has not be covered in the questionnaire, please include this here. Once completed, please scroll to the bottom and tap submit.
  • {all_fields}
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Regulatory Information

CPN Investment Management LLP is authorised and regulated by the Financial Conduct Authority (FCA) No. 579506. CPN Financial Services is an appointed representative of CPN Investment Management LLP and is authorised and regulated by the Financial Conduct Authority (FCA) No. 731205.

CPN Investment Management LLP is registered with the London Stock Exchange and has a LEI number of 213800CDWDK4DEKCG515.

With investment comes risk, markets can fall as well as rise and you may get back less than the original capital you invested.

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