| 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 |
