Investor Registration Form

Registering as a Joint Equity Investor-Partner provides you access to the secure area which has details of all our current investment opportunities. We will also send you the Investor-Partner Newsletter. Completing as much of this form as you can will ensure that you get an accurate as possible Illustration. Remember you can unsubscribe from the Newsletter at anytime and if you want to de-register as an Investor-Partner we undertake to delete all your records, however, that means you will not be able to view any of your Illustrations in the future. When we delete we really delete. If you want to have an Illustration for crossing over any Buy to Let properties then complete the sections at the end, if not leave blank.

This information is confidential and is only used to help us match you with appropriate Owner-Partners. It is not part of a mortgage application and there is no credit check at this time. Credit checks are carried out when mortgage funds are applied for.

 

If you have a promotion code please enter it here

 

Please tell us about yourself:

First name:		Middle name
Surname:
Email:
Contact tel:		Mobile tel
Do you have any current buy-to-let or other property investments, excluding your own home?	Please select Yes No

 

Tell us about your investment requirements:

Anticipated initial capital investment amount?

 

About your investment preferences:

Number of properties you would like to invest in:	Please select 1 property 2+ properties Don't know
Your equity minimum:	Please select 25% 50% 75%	Your equity maximum:	Please select 25% 50% 75%

Area:		(i.e. location, town, region or spread)
Type:		(i.e. house, flat, no of bedrooms, or mixed)
Owner-Partner types:		(e.g. single parents, teachers, nurses, grads)
If you have any additional preferences please include them in the comments box at the end of this form.

 

About your financial status:

If you wish to proceed as an Investor-Partner you will be required to provide an income and expenditure summary and an assets and liability statement. We do try to make this as painless as possible with fairly basic requirements. However, please provide the following estimates now:
Your current income pa
Salary:
Net Investment Income:
Pension or other income:
What are your total current assets?*		* Net assets include properties, investment properties, endowment policies, cash in bank and on deposit and other investments
What are your current liabilities?**		** Liabilities include all mortgages, credit cards, other loans, tax.
Your current net worth is: ***		*** Deduct liabilities from assets

 

Are you currently a Buy-to-Let Investor?

If you are currently a buy-to-let investor and wish to transfer your existing property into the Joint Equity scheme please complete the following details about your property or properties.
Property 1		Property 2
Address of property		Address of property
Postcode		Postcode
Current value		Current value
Asking price		Asking price
Current mortgage outstanding		Current mortgage outstanding
Property type	Please select Studio Flat Maisonette House	Property type	Please select Studio Flat Maisonette House
No. of Beds	Please select 1 Bed 2 Bed 3 Bed 4 Bed+	No. of Beds	Please select 1 Bed 2 Bed 3 Bed 4 Bed+
No. of Baths	Please select 1 2 3+	No. of Baths	Please select 1 2 3+
Features	Garage	Features	Garage
	Private Parking		Private Parking
	Garden / Terrace		Garden / Terrace
	Balcony		Balcony
Additional comments about property 1		Additional comments about property 1
Are you selling this property to your existing tenant or are you seeking an alternative Owner-Partner?	Please select Existing Tenant New Owner Partner	Are you selling this property to your existing tenant or are you seeking an alternative Owner-Partner?	Please select Existing Tenant New Owner Partner
If you would like to find a new Owner-Partner, would you like to advertise through a Joint Equity Estate Agent?:	Please select Yes / Maybe No Thanks	If you would like to find a new Owner-Partner, would you like to advertise through a Joint Equity Estate Agent?:	Please select Yes / Maybe No Thanks
What ownership percentage of this property would you like to retain?: Consider your current tenant’s preference, if applicable. Your Illustration is without obligation.	Please select 10% 20% 30% 40% 50% 60% 70% 80% 90%	What ownership percentage of this property would you like to retain?: Consider your current tenant’s preference, if applicable. Your Illustration is without obligation.	Please select 10% 20% 30% 40% 50% 60% 70% 80% 90%

 

Property 3		Property 4
Address of property		Address of property
Postcode		Postcode
Current value		Current value
Asking price		Asking price
Current mortgage outstanding		Current mortgage outstanding
Property type	Please select Studio Flat Maisonette House	Property type	Please select Studio Flat Maisonette House
No. of Beds	Please select 1 Bed 2 Bed 3 Bed 4 Bed+	No. of Beds	Please select 1 Bed 2 Bed 3 Bed 4 Bed+
No. of Baths	Please select 1 2 3+	No. of Baths	Please select 1 2 3+
Features	Garage	Features	Garage
	Private Parking		Private Parking
	Garden / Terrace		Garden / Terrace
	Balcony		Balcony
Additional comments about property 1		Additional comments about property 1
Are you selling this property to your existing tenant or are you seeking an alternative Owner-Partner?	Please select Existing Tenant New Owner Partner	Are you selling this property to your existing tenant or are you seeking an alternative Owner-Partner?	Please select Existing Tenant New Owner Partner
If you would like to find a new Owner-Partner, would you like to advertise through a Joint Equity Estate Agent?:	Please select Yes / Maybe No Thanks	If you would like to find a new Owner-Partner, would you like to advertise through a Joint Equity Estate Agent?:	Please select Yes / Maybe No Thanks
What ownership percentage of this property would you like to retain?: Consider your current tenant’s preference, if applicable. Your Illustration is without obligation.	Please select 10% 20% 30% 40% 50% 60% 70% 80% 90%	What ownership percentage of this property would you like to retain?: Consider your current tenant’s preference, if applicable. Your Illustration is without obligation.	Please select 10% 20% 30% 40% 50% 60% 70% 80% 90%

 

Please add any queries, comments or additional information:

 

 

About Joint Equity Fees: Buy-to-Let Investors wishing to transfer their existing rental properties into the Joint Equity Scheme have a number of fees to pay: Refundable Commitment Deposit of £500. Incoming “sale” fee of 1% of the total property value with a minimum fee of £1,500 Monthly management charge of 5% of the Investor Return . Outgoing sale fee of 1% of your share of the property sale value. All fees will be shown in your Illustration. If you wish to use a Joint Equity Estate Agent their own fees will apply.

 

Illustrations are provided in association with Mortgage Beaters Ltd who are Authorised by the FSA to provide mortgage advice. If you require any advice please call Mortgage Beaters on 0870 9988777.