Client Needs Analysis - Peel Finance Brokers
DEBT 6. DEBT 7. DEBT 8. Lender name: Loan / credit card liability type: Estimated payout amount: $ $ $ $ $ $ $ $ Current interest rate: % % % % % % % % Remaining term of loan: Y M. Y M. Y M. Y M. Y M. Y M. Y M. Y M. Other debt: As part of the proposed consolidation of debt, are credit card limits going to be reduced or cancelled? Yes: No: ................
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