Investor Information Form Client Information Form Step 1 of 3 33% About YouFull Name Home AddressTime at Address (years and months) Telephone Number Email Address Occupation Why have you decide (or considering) to invest in property? Your Property Investing ExperienceYour ExperienceHow would you assess your property investing experience Beginner (no experience) Intermediate (e.g. 1-5 properties) Advanced (e.g. 5+ properties) Tell us more...Where are your properties and what are they e.g. 2 x one bed flats in Wolverhampton, 1 x 3 bed terraced house in Stoke Strategy ExperienceSelect which of these Property Investing strategies you have experience with. (hold Ctrl to select more than one)BTL LandlordSingle Let / Family LetOff Plan / New BuildRefurbishmentsBuy to Sell / FlipsCommercial to Residential ConversionsHMO'sServiced AccommodationDeal Sourcing & PackagingLease OptionsOtherPlease specify How many years experience do you have in Property Investing? e.g. 5 yearsWhat type of investor are you?Do you wish to play an active and hands-on role in your property investing such as working on refurbishing, negotiating with vendors, organising trademan or managing tenants? Or would you prefer only to be involved in decision making and use a service provider such as SG Property Group for everything else. Hands-on Hands-free Tell us moreYou can tell us more about the activities you would like or not like to be involved in, within your property investing hereHave you received any property training or mentoring?Please describe any property training you have received and the name of the provider Your Requirements and StatusIn this section, please tell us more about the types of property investments you are considering, or if you need further assistance to decide the strategy and approach that is right for you.My requirementsPlease describe the property investment(s) you are looking for. How quickly do you want to start and how many investments do you plan to make? Do you still need help and information to decide on this, please describe.Financing your purchasesPlease select which option is most approriate / likely Cash Buyer Purchasing with a mortgage Equity release to fund purchase Private loan arrangements Bridge Finance Other Liquid FundsDo you have cash available to get started? How much do you have available? Please select which services you requireSG Property Group provides a range of services for property investors. Please select which services are of interest to you. (hold Ctrl to select more than one) Property Education and TrainingProperty MentoringProperty Sourcing and DealsProperty Development and RefurbishingProperty Management and LettingsHow we use your data* I agree Thank you for completing our investor Information form. A member of our team will review your responses and contact you with further information about our products and services, which we feel will be of most interest to you based on the responses you have provided. We would also like to send you information and offers about our own products and services and potential investor deals in future as they become available by email, SMS or telephone. If you agree to being contacted in this way, please tick the box to agree.If ever you wish to stop receiving messages from us, you can inform us by emailing admin@sglettings.co.uk or call us on 01270 623 241. For further information on how your information is used, how we maintain security of your information and your rights to access information we hold on you, please read our privacy policy at https://sglettings.co.uk/about/privacy-policy/
