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9-11 St James St.
Derby, Derbyshire
DE1 1QT

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01332 595 522

or Email us at:
help@moneymanagersuk.co.uk

Credit Cards

Questionnnaire

( * = Fields required )
APPLICANT
Name*
Address*
Home Phone*
Mobile*
Date of Birth*
Client Email*
NI Number*
ADDRESS AT TIME OF AGREEMENT (if different from present)
Address*
CREDIT AGREEMENT
Lender name*
Account No*
Method of Sale*   (ie phone/branch/internet)
Current Balance* £
1 What happened during the sale?
2 Who did you speack to?
3 Were you informed of the interest rates for Cash Advances and Purchases?
  Yes     No      Don't know
4 Were you asked if you were under 18 or over 65?
  Yes     No      Don't know
5 Have you used the card for both cash advances and purchases?
  Yes     No      Don't know
6 If you have used both forms of credit on the card, did you pay off the full balance at the end of the month?
  Yes     No      Don't know
7 Were you informed at any time that you would not be allowed to pay off cash advances until you had cleared your balance on the purchases?
  Yes     No      Don't know
8 How long have you had your card?
9 How many cards have you received during this period?
10 Did you receive any paperwork to sign on the issue of the new card? If yes, did you read the terms and conditions? If no, is there a reason why you did not read the terms and conditions
  Yes     No      Don't know
11 Was PPI sold on the card?
  Yes     No      Don't know
12 Were you asked if you were unemployed, self-employed or on a xed term/temp/or short term contract?
  Yes     No      Don't know
13 Are you under 18 or over 65?
  Yes     No      Don't know
14 Are you Covered by pre-existing insurance?
  Yes     No      Don't know
15 You are effected by any health condition which may prevent you from entering into an insurance policy?
  Yes     No      Don't know
16 Was paperwork provided with the credit card agreement detailing the terms and conditions of the PPI?
  Yes     No      Don't know
17 Were you led to believe that the purchase of PPI was essential to obtain credit?
  Yes     No      Don't know
18 Were you told that if you wanted to take out PPI insurance you had to do it at the same time as signing the credit agreement?
  Yes     No      Don't know
19 Were you provided with details of the terms and conditions of the policy?
  Yes     No      Don't know
20 Were you told how long the policy would run for?
  Yes     No      Don't know
21 Did you sign documents, other than your application?
  Yes     No      Don't know
 I/We confirm that the answers to the above questions are correct to the best of our knowledge
 
Name*
If joint applicants both sign
Name