Loan Application Form

By completing this application form, it helps us get to know you better and understand your circumstances from the beginning so that we can focus our time on the things that are important to you.

Please set aside up to 30 minutes to complete the form as you will not be able to
save and return to the form later.

Once submitted, we will be in touch within 2-3 business days.

If you have any urgent queries or need help completing the application form,
please contact Eugene on 021 391 914 or eugene@twineadvisers.co.nz

Note: We will need a colour scan/photo of your Residency or Visa showing your full name and expiry date.

Note: We will need a copy of the most recent 2 years of Financial Statements and Tax Return.

Note: We will need a colour scan/photo of your Residency or Visa showing your full name and expiry date.

We will need a copy of the most recent 2 years of Financial Statements and Tax Return.

Please enter your household's expenses

These expenses are personal only and do not relate to any of your business or investment properties.

Note: If you have any vehicle loans, we will need the most recent 3 months loan statements showing interest payments, repayment amount and closing balance.

Note: If you vehicle loans, we will need the most recent 3 months loan statements showing interest payments, repayment amount and closing balance.

Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code

Street Address
Street Address Line 2
City	Country
Postal Code	Country

Street Address
Street Address Line 2
City	Country
Postal Code	Country

Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code

Street Address
Street Address Line 2
City	Country
Postal Code	Country

Loan Application Form

Personal Information - (Applicant 1)

Employment Information - (Applicant 1)

Personal Information - (Applicant 2)

Employment Information - (Applicant 2)

Other Income

Rental Income

EXPENSES

ASSETS

LIABILITIES

Other Questions

	Annual Gross	Value of Investment
Total Interest Income
Total Dividend Income