Home Loan Application – Self Employed

Complete when application type is CC / PTY / Trust

"*" indicates required fields

Applicant

Surname

First Names

Title

Gender

Ethnic Group

Do you smoke?

Nationality

RSA Tax Number

Tax obligations outside RSA

Are you a permanent resident?

Country of birth

Cellphone Number*

Email Address*

Residential Address

Current Residential Status

Existing Property

Home Language

Marital Status

Marital Contract

Country of Marriage

Frequency of Income

Highest Qualification

Banking Details

Will the current Rent / Mortgage payment be cancelled?

Company Name

Type of Business

Monthly Salary/Remuneration

Housing Subsidy

Commision

Overtime

Rental Income Received

Car/Travel Allowance

Other (Specify)

All Total

Pensions

Medical Aid

PAYE Contribution/Tax/Site

UIF

Other (Specify)

Total Expence

Assurance – Life

Levies

Rates and Taxes

Existing Mortgage Instalments

Water and Lights

Cell Phone

Child Maintenance/Alimony

Domestic Wages

Education

Entertainment

Groceries (Food/Liquor)

Investments

Property Rental Expenses

Medical Aid Contributions/Expenses

Armed Response/Vehicle Security

Short Term Insurance

Credit Card Minimum Payment

Retail Card Minimum Payment

Personal Loan Instalments

Vehicle Finance Instalments

Petrol and Vehicle Maintenance

Other (Specify)

Total All

Company Address

Yearly Turnover

Number of Trustees

VAT Number

Has the Company been Registered?

Registration Number

Registration Date

Financial Year End

If you do not upload the required documents below, please email them to apply@mortgagebond.co.za.

Latest 2 years audited Financial Statements.

Max. file size: 20 MB.

Letter from auditor confirming Personal Income

Max. file size: 20 MB.

If financials are older than 6 months, then up-to-date, signed Management Accounts are required.

Max. file size: 20 MB.

Cash Flow forecast for ensuing 12 months.

Max. file size: 20 MB.

Personal statement of Assets and Liabilities

Max. file size: 20 MB.

Personal and Business Bank Statements (at least 6 months, stamped by the bank).

Max. file size: 20 MB.

Statutory Documents of Company/CC/Trust

Max. file size: 20 MB.

IT34

Max. file size: 20 MB.

ID Documents of Directors/Members/Trustees

Max. file size: 20 MB.

Offer to Purchase (signed by both Seller and Buyer, with one witness)

Max. file size: 20 MB.

Declaration and Consent

I confirm that the information furnished in this application and declaration is true and correct and that I am authorised to provide same on any other party's behalf for the purpose of this application. I undertake to inform the financial institution of any facts or circumstances that could prejudice the Lender's rights and I will immediately advise the Lender if any of my information changes. I certify that I am not under debt review, an administration order, have ever been declared insolvent, been sequestrated, or signed surety. I confirm that I have been informed of the benefits related to the payment of a deposit on the purchase price of the property. I hold no other citizenships and residencies for local or international tax purposes other than disclosed in this application and will inform the lender in writing of any change of this status within 30 days. For purposes of processing this home loan application, the applicant hereby gives consent to MortgageBond/ or bank/ lender/ or financial institution to:

1. Obtain from any registered credit bureau all personal information, credit history and data relating to my credit profile to determine my creditworthiness and submit to any registered credit bureau all personal information relating to this application.

2. Request my bank statements from any financial institution.

4. Forward my contact information to an independent insurance company with the intention of offering me insurance products related to this application.

5. Do you or a close associate or a family member hold a prominent political function such as a senior member of government or politician, senior government administrator, ambassador, head of a SOE, judge or similar or do you hold a prominent public position in a foreign country such as a member of a royal family, government official or senior politician, or leader of a political party or you have a business relationship with one?

6. Where applicable, verify my educational qualifications through information obtained from third-party qualification data providers.

7. Provide me with direct electronic marketing offers related to this application, which may include further loans, financial products on offer for this home loan in the event of it being successful.

8. Share all personal information, as specified above, and gathered in respect of this application with the Estate Agent, Bond Attorney, Financial Switch Operator, department of Human Settlements and its Development Finance Institutions (where applicable).

9. Process my special personal information, including my ethnic group, biometric information, and health information for research and statistical purposes.

10. Transfer my data cross border to a third party for purpose of hosting the data, where we can, we will ask the third party to agree to our privacy policies.

11. Process my personal information to perform fraud checks, as well as to report any suspected fraud linked to my Identity Number to the South African Fraud Prevention Services.

12. Retain my personal information for as long as is reasonably necessary and legally required in terms of the business processes related to this service.

13. The originator warrants that this application and supporting documentation is submitted by the originator on behalf of the applicant with the applicant's knowledge and consent and that to the best of its knowledge, that the documentation/information submitted by the applicant in support of the application is not fraudulent, incorrect or misleading.

Who referred you to us? (Please state the person's name and contact details.)

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