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Personal assets and liabilities statement. Bridging Finance Statement of financial position as at:(DD/MM/YYYY)Applicant/guarantor details. Applicant/guarantor 1 nameApplicant/guarantor 2 nameApplicant/guarantor
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How to fill out personal assets and liabilities

01
List down all your personal assets such as properties, vehicles, investments, and cash on hand.
02
Determine the value of each asset by referencing recent appraisals or market value estimates.
03
Sum up the total value of all your personal assets.
04
Next, list down all your liabilities such as loans, mortgages, credit card debts, and other financial obligations.
05
Record the exact amount you owe for each liability.
06
Calculate the total sum of all your liabilities.
07
Subtract the total liabilities from the total assets to determine your net worth.

Who needs personal assets and liabilities?

01
Individuals who want to have a clear understanding of their financial standing.
02
Financial advisors or planners who need to assess their clients' financial situation.
03
Lenders or creditors who require this information for loan or credit approval.
04
Individuals who are preparing for major life events such as retirement or estate planning.
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Personal assets are the items of value owned by an individual, such as cash, real estate, investments, and personal belongings. Liabilities are the debts and obligations an individual owes to others, such as loans, credit card balances, and mortgages.
Individuals who are required to file personal assets and liabilities typically include those applying for loans, seeking financial assistance, or entering legal processes where financial disclosure is necessary.
To fill out personal assets and liabilities, individuals should list all their assets and their estimated values in one column, and in another column, list all their liabilities and their amounts. It's important to be accurate and honest when reporting these figures.
The purpose of personal assets and liabilities is to provide a clear financial picture of an individual's net worth. This information is used by lenders, financial advisors, and in legal situations to assess financial health and creditworthiness.
Individuals must report details on their assets such as cash, property, vehicles, investments, and any other valuable items, as well as liabilities including all types of debts, loans, and financial obligations.
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