New Client Fact Find Form (UK) Personal Details Your Personal Details Given Name* Family Name* Marital Status* Current Address* National Insurance No.* UTR* Date of Birth* Nationality* Tax File No* Email Address* Phone Number - Home* Phone Number - Work Phone Number - Mobile Date of Departure from UK* Date of Arrival in Australia* Visa Type (if not Australian Citizen) Any time spent in Australia prior to this date (excl hols)? Spouse/Partner Personal Details Given Name Family Name Date of Birth Nationality Tax File No National Insurance No. UTR Overview of Assets and Investments Details of any UK Investments and Assets (inc pensions) Details of any Australian Investments and Assets Other additional information / specific requirements