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dunia planner
Personal details
Financial details
Personal Details
Your name
Age
years old
Email address
Phone number
-
Gender
Male
Female
Education
Please Select
High School Degree
College Degree
Post Graduate Degree
Family Details
Marital status
Single
Married
Please complete the following section if you have any
children less than 18 years old
Number of children
0
1
2
3
4
5
Children's details
Name
Date of birth
(mm/dd/yyyy)
Current savings for education (USD)
Estimated annual cost of education (USD)
Children's details
Name
Date of birth
(mm/dd/yyyy)
Current savings for education (USD)
Estimated annual cost of education (USD)
Children's details
Name
Date of birth
(mm/dd/yyyy)
Current savings for education (USD)
Estimated annual cost of education (USD)
Children's details
Name
Date of birth
(mm/dd/yyyy)
Current savings for education (USD)
Estimated annual cost
of education (USD)
Children's details
Name
Date of birth
(mm/dd/yyyy)
Current savings for education (USD)
Estimated annual cost
of education (USD)
Details of home ownership
Do you own a home?
Yes
No
Number of properties owned
Current market value (USD)
Annual mortgage payment (USD)
Remaining mortgage tenor (years)
Do you plan to purchase a new home?
Yes
No
Location
Estimated cost (USD)
Estimated down payment (USD)
Estimated mortgage amount (USD)
Estimated mortgage tenor (years)
Estimated mortgage rate (%)
IMPORTANT NOTE:
The dunia planner is not a solicitation by dunia to buy or invest in any product, but is a FREE financial planning tool made available to assess your needs, and identify suitable products to invest in. You can use the financial planner to avail of the specific product of any provider of your choice and be guided by appropriate advice by your investment advisor. Dunia does not facilitate the purchase of investment products and undertakes no liability or responsibility for the dunia planner provided.
You hereby authorize and permit us to disclose and furnish information provided to us concerning yourself to our branches, service providers, insurers, third party contractors, third party financial institutions, and regulatory bodies within and outside the U.A.E. to enable dunia to perform its obligations hereunder or to provide or procure the provision of products and services to you or for other reasons deemed fit by dunia without further consent by or notification to you.
dunia planner
Personal details
Financial details
Current Financial Status
Annual income (USD)
Assets (USD)
Fixed deposits / Liquid assets
Long-term investments (bonds, stocks, mutual funds, etc.)
Total assets (USD)
Liabilities (USD)
Personal loans
Credit card outstanding
Total liabilities (USD)
Total net worth (USD)
Current insurance cover (USD)
Life insurance cover
Critical illness cover
Retirement plan
Planned retirement age
years
Current retirement savings (USD)
Other
Would you like an emailed copy of the Financial Plan?
Yes
No
IMPORTANT NOTE:
The dunia planner is not a solicitation by dunia to buy or invest in any product, but is a FREE financial planning tool made available to assess your needs, and identify suitable products to invest in. You can use the financial planner to avail of the specific product of any provider of your choice and be guided by appropriate advice by your investment advisor. Dunia does not facilitate the purchase of investment products and undertakes no liability or responsibility for the dunia planner provided.
You hereby authorize and permit us to disclose and furnish information provided to us concerning yourself to our branches, service providers, insurers, third party contractors, third party financial institutions, and regulatory bodies within and outside the U.A.E. to enable dunia to perform its obligations hereunder or to provide or procure the provision of products and services to you or for other reasons deemed fit by dunia without further consent by or notification to you.
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