CLIENT'S INFORMATION
Name
Age
EmployEmployment Status
Self EOccupation
DEBT CONSOLIDATION QUESTIONAIRE
NO
1
4
5
8
CLIENT'S INFORMATION
Employee / Commission Earner
CONSOLIDATION QUESTIONAIRE
QUESTION
Please identify your objectives for Debt Consolidation - you may
have multiple objectives. Please specify the outstanding amount
to be settled and targeted timeline.
How much is your monthly cash savings based on current
income?
Have you made any withdrawal from your EPF Account 2 for
property?
If YES:
- please indicate which property?
- and was it for down payment, monthly instalment holiday or
principal reduction?
Are you or your investment partner a government servant, have
you taken the LPPSA loan? [Yes or No]
If you have not utilized your LPPSA loan:
Please check you LPPSA eligibility from LPPSA website:
http://www.lppsa.gov.my/v2/kalkulator-lppsa/
Your existing property details - how much is the current Market
Value and realistic selling price.
Do you have any fully paid properties that are not listed in the
CCRIS (e.g land, landed, apartment etc).
[Yes or No]
If Yes - how much is the current market value and how much is
the current Market Value, realistic selling price (based on current
market) and market rental.
Is there any possibility of a short term friendly loan from family
members and friends?
[Yes or No]
If Yes - please let us know the amount.
Do you have an investment partner? (Preferably your family
members or spouse). [Yes or No]
If yes:
- Please submit his/her MatchBank Financial Check Report for
our reference.
ion Earner
RESPONSE
Example (to do full settlement for my personal loan
/ credit cards.)
Legend:
Key in the information in the purple cells (Compulsory)
Key in the information in the yellow cells (Optional)
Legend:
Key in the information in the purple cells (Compulsory)
Key in the information in the yellow cells (Optional)
Current Property Portfolio (List of Existing Properties)
Property Details
Description (size (sqft) & location )
Year Purchased
Current Status of the Property
Target Completion (for under construction only)
Purchase Price
Downpayment
Legal fees
Number of Borrowers
Borrower's Name(s)
Types of Financing
Loan Tenure (years)
Interest Rate
Current Monthly Net Rental
Yes Stamped Tenancy Agreement
No 3 Months Bank Statement for Rental Income
Rental per Person (if joint loan)
Current Market Price
Property Equity
Purchaser's Name(s) (on SPA/S&P Agreement)
Number of Purchaser(s)
No. of Months Paid
Maintenance Fee
Maintenance Fee per Person (if joint loan)
Renovation
Capital Invested
ing Properties)
1
K12 (Sample)
Dutamas
2020
Still Under Construction, Residential Title
eg. 2024
RM 700,000
RM -
RM -
1
Bank
-
4.00%
RM -
No
No
RM -
RM -
RM -
1
-
RM -
RM -
RM -
RM -
1
2
3
4
2 3
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
0.00%
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
Still Under Construction, Residential Title
Completed, Residential Title
Still Under Construction, Commercial Title
Completed, Commercial Title
4 5
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
6 7
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
8 9
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
10 11
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
12 13
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
14 15
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
16 17
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
18 19
Property Name Property Name
- -
- -
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
No No
No No
RM - RM -
RM - RM -
RM - RM -
1 1
- -
RM - RM -
RM - RM -
RM - RM -
RM - RM -
20
Property Name TOTAL
-
-
RM -
RM -
RM -
1
RM - RM -
No
No
RM - RM -
RM - RM -
RM - RM -
1
-
RM - RM -
RM - RM -
RM - RM -
RM - RM -
Legend:
Key in the information in the purple cells (Compulsory)
Key in the information in the yellow cells (Optional)
ASSETS
Cash (total from all bank accounts)
EPF Account 1
EPF Account 2
EPF - Amount in excess of RM 1 million
ASB Cash (excluding ASB loan) - Total Sum
Tabung Haji
Unit Trust/Mutual Funds - Excluding EPF Acc 1 Investments
Stocks & Bonds
Cash Value of Insurance Savings
Other cash & cash equivalent
VALUE
RM -
RM -
RM -
0
RM -
RM -
RM -
RM -
RM -
RM -
