Equity Release |
Employed |
Self Employed |
Retired |
Passport Copy |
X |
X |
X |
Fiscal number |
X |
X |
X |
Utility bill |
X |
X |
X |
Last 3 months pay slips |
X |
|
|
Last 3 months bank statements (from current and savings account) |
X |
|
X |
Latest P60 |
X |
|
|
Employers letter confirming contract and salary |
X |
|
|
Bank ref letter confirming your account is used satisfactorily |
X |
X |
|
Last year tax return |
|
X |
|
Latest certified company report (preferably signed by chartered accountant): |
- Name of company |
|
X |
|
- Nature of business |
|
X |
|
- Turnover |
|
X |
|
- Dividends or profits |
|
X |
|
- % share in the company |
|
X |
|
- Profits and loss account |
|
X |
|
Statement of assets (preferably signed by a chartered accountant) |
Letter from pension provider stating annual net income |
|
|
X |
Copy of the deed of purchase and sale of the property |
X |
X |
X |
Certificate of the land registry office ("Certidão de Teor") |
X |
X |
X |
Certificate from the tax office ("Caderneta Predial") |
X |
X |
X |