Statement of Needs and Circumstances

Statement of Needs and Circumstances

Statement of Needs & Circumstances

We are required by the FCA to determine which of our finance products are best suited to you.

Customer Name:

Vehicle Reg & Model:

Is the vehicle for private or business?

What is your expected annual mileage?

How much deposit are you looking to put down?

Is there any finance outstanding on your Part Exchange, if yes how much?

What is your monthly budget for this car?

Do you have a preferred type of finance method you would like us to quote?

Is there any other important information you would like us to consider?

Finance Options

Please refer to our Finance Product Suitability

Please circle the finance product chosen

Cash

Conditional Sale

Conditional Sale with balloon (LP)

Personal Contract Purchase (PCP)

Reason:

I can confirm the above details are an accurate assesment of my needs and circumstances and satisfactory explanation of the finance options has been provided. I fully understand the type of finance I have chosen and agree that it meets my needs.

Customer Name:

Customer Signature:

Date;