Metis LifePlan Form - Metis Ireland Financial Planning

"*" indicates required fields

Step 1 of 12

Personal Information

Forename*

Surname*

Address Line 1*

Address Line 2

Address Line 3

Eircode

County*

Country

Date of Birth*

Email Address*

Mobile*

Phone*

Telephone (Work)

What is your occupation?*

Preferred method of contact*

Telephone

Post

Relationship Status*

Spouse/Partner Forename*

's Surname*

's Date of Birth*

's Email

's Mobile

What is 's occupation?*

Where did you hear about Metis Ireland?*

Newspaper Name*

Metis Ireland Client Name*

Metis Ireland Employee Name*

Metis Ireland Event Name*

Tell us how you heard about us*

Do you have children?*

Child Name

Child Date of Birth*

Relationship

Add a child

Add a Child

Child Name

Child Date of Birth*

Relationship

Add a child

Add a Child

Child Name

Child Date of Birth*

Relationship

Add a child

Add a Child

Child Name

Child Date of Birth*

Relationship

Add a child

Add a Child

Child Name

Child Date of Birth*

Relationship

Add a child

Add a Child

Child Name

Child Date of Birth*

Relationship

Add a child

Add a Child

Child Name

Child Date of Birth*

Relationship

Do you have any health concerns that we should be aware of?*

No need for details, we can discuss this in person at our next meeting

Do you or have any health concerns that we should know about?*

No need for details, we can discuss this in person at our next meeting

Have you smoked within the last 12 months? Note: this includes any form of e-cigarette*

Have you or smoked in the last 12 months? Note: This includes any form of e-cigarette*

Only

Both

Do you have private medical insurance?*

Do & have private medical insurance?*

Do you have a solicitor?*

Yes

Do & have a solicitor?*

Yes

Do you have a Will?*

Yes

Do & have a Will?*

Yes

Do you have enduring Power of Attorney?*

Yes

Do & have enduring Power of Attorney?*

Yes

Do you have an accountant?*

Yes

Do & have an accountant?*

Yes

& 's Financial Information

's Financial Information

's Income

's Employment Status*

Employed

Self Employed

Company Director

Retired

Other

Business Name*

Employer's Name*

Company Name*

Shareholding %*

Gross Annual Earnings*

Add an Income Source

Other Income Sources*

Amount*

Enter details of other Income Sources*

Add an Income Source

Other Income Sources*

Amount*

Enter details of other Income Sources*

's Income

's Employment Status*

Employed

Self Employed

Company Director

Retired

Other

Business Name*

Employer's Name*

Name of Company(s)*

Shareholding %*

's Gross Annual Earnings*

Add an Income Source

Other Income Sources*

Amount*

Enter details of other Income Sources*

Add an Income Source

Other Income Sources*

Amount*

Enter details of other Income Sources*

Expenditure

Choose an option*

Option 1 - Enter the total of your household monthly expenses (excluding any mortgage repayments)

Option 2 - Fill out our Metis Ireland detailed expense sheet and upload it below

OPTION 1

Total Monthly Expenses*

OPTION 2

Metis Ireland Expense Sheet: Please click here to download your editable PDF.

Upload your completed Expenses Sheet*

Accepted file types: pdf, jpg, png, gif, Max. file size: 16 MB.

Cash and Savings

Choose Type*

Est Value €*

Owner*

Monthly Savings Amt*

Add a 2nd Cash & Liquid Asset

Add a Cash/Savings Account

Choose Type*

Est Value €*

Owner*

Monthly Savings Amt*

Add a 3rd Cash & Liquid Asset

Add a Cash/Savings Account

Choose Type*

Est Value €*

Owner*

Monthly Savings Amt*

Add a 4th Cash & Liquid Asset

Add a Cash/Savings Account

Choose Type*

Est Value €*

Owner*

Monthly Savings Amt*

Add a 5th Cash & Liquid Asset

Add a Cash/Savings Account

Choose Type*

Est Value €*

Owner*

Monthly Savings Amt*

Add a 6th Cash & Liquid Asset

Add a Cash/Savings Account

Choose Type*

Est Value €*

Owner*

Monthly Savings Amt*

Do you have a requirement for funds in the next 2-3 years?*

Yes

How much funds will you require? Est €*

Investments

Do you have any investments?*

Yes, I have investments

No, I don't have any investments

Investment Type*

Est Value €*

Owner*

Monthly Contribution*

Add a 2nd Investment

Add Investment

Investment Type*

Est Value €*

Owner*

Monthly Contribution*

Add a 3rd Investment

Add Investment

Investment Type*

Est Value €*

Owner*

Monthly Contribution*

Add a 4th Investment

Add Investment

Investment Type*

Est Value €*

Owner*

Monthly Contribution*

Have you suffered investment losses before?*

Yes

Please provide details, estimated losses*

Retirement Savings / Pensions

Do you have any retirement savings?*

Yes

Choose Type*

Est Value €*

Owner*

Monthly Contribution*

Monthly Employer Contribution*

Monthly Employee Contribution*

Add a 2nd Retirement Savings Account

Add a Retirement Savings Account/Pension

Choose Type*

Est Value €*

Owner*

Monthly Contribution*

Monthly Employer Contribution*

Monthly Employee Contribution*

Add a 3rd Retirement Savings Account

Add a Retirement Savings Account/Pension

Choose Type*

Est Value €*

Owner*

Monthly Contribution*

Monthly Employer Contribution*

Monthly Employee Contribution*

Add a 4th Retirement Savings Account

Add a Retirement Savings Account/Pension

Choose Type*

Est Value €*

Owner*

Monthly Contribution*

Monthly Employer Contribution*

Monthly Employee Contribution*

Do you qualify for the state pension?*

Yes

Do you or qualify for the state pension?*

Property Assets

Do you have any property assets?*

Yes

Property Type*

Est Value €*

Owner*

Monthly Rental Income*

Property Address*

Add a 2nd Property Asset

Add Property Asset

Property Type*

Est Value €*

Owner*

Monthly Rental Income*

Property Address*

Add a 3rd Property Asset

Add Property Asset

Property Type*

Est Value €*

Owner*

Monthly Rental Income*

Property Address*

Add a 4th Property Asset

Add Property Asset

Property Type*

Est Value €*

Owner*

Monthly Rental Income*

Property Address*

Do you or your tax advisor (on your behalf) file an annual income tax return (Form 11)?*

Yes

Liabilities and Debts

Do you have any liabilities or debts?*

Yes

Liability or Debt Type*

Property Address*

Amount Outstanding*

Repayment per month*

Interest Rate % (if known)

Owner*

Term of loan (if known)

Add a Debt/Liability

Liability or Debt Type*

Property Address*

Amount Outstanding*

Repayment per month*

Interest Rate % (if known)

Owner*

Term of loan (if known)

Add a Debt/Liability

Liability or Debt Type*

Property Address*

Amount Outstanding*

Repayment per month*

Interest Rate % (if known)

Owner*

Term of loan (if known)

Add a Debt/Liability

Liability or Debt Type*

Property Address*

Amount Outstanding*

Repayment per month*

Interest Rate % (if known)

Owner*

Term of loan (if known)

Protection

Do you have protection for you and/or your family?*

Yes

Protection Type*

Monthly Premium*

Expiry Date (if known)

Owner*

Add a 2nd Protection policy

Add a Protection Policy

Protection Type*

Monthly Premium*

Expiry Date (if known)

Owner*

Add a 3rd Protection policy

Add a Protection Policy

Protection Type*

Monthly Premium*

Expiry Date (if known)

Owner*

Add a 4th Protection policy

Add a Protection Policy

Protection Type*

Monthly Premium*

Expiry Date (if known)

Owner*

Lifestyle Financial Planning

This is really important information for us to understand, to ensure that we design a financial plan that is specifically tailored to you and your family.

What is your story?

What is your earliest memory when it comes to money?

What has been your experience to date with financial advisors? N.B Your honest opinion will help us. We don't want names, just your experience good, bad, or indifferent.

Imagine yourself three years down the line: what makes our relationship a success? N.B Investment returns are unknown and therefore can't be the answer!

What do you like to do in your spare time?

Financial Planning Action Points: Your Priorities

Priority One

Priority Two

Priority Three

Imagine money is not an issue. What are your BIG DREAMS?

Investment Risk Questionnaire

1. I would enjoy exploring investment opportunities for my money.*

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

2. I would go for the best possible return even if there were risk involved.*

Always

Usually

Sometimes

Rarely

Never

3. How would you describe your typical attitude when making important financial decisions?*

Very adventurous

Fairly adventurous

Average

Fairly cautious

Very cautious

4. What amount of risk do you feel you have taken with your past financial decisions?*

Very large

Large

Medium

Small

Very Small

5. To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.*

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

6. When I consider investments that have an element of risk I feel quite anxious.*

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

7. Imagine that six months after making an investment the financial markets start to perform badly. In line with this, your own investment goes down by a significant amount. What would your reaction be?*

Withdraw your money and put it in a savings account to prevent any further losses

Transfer your money to a more secure investment product to reduce the risk of further losses

Monitor the investment and wait to see if it improves

Invest more funds to take advantage of the lower price, expecting future growth

8. I am looking for high investment growth. I am willing to accept the possibility of greater losses to achieve this.*

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

9. If you had money to invest, how much would you be willing to place in an investment with possible high returns but a similar chance of losing some of your money?*

All of it

More than half

Half

Less than half

Very little, if any

10. How do you think that a friend who knows you well would describe your attitude to taking financial risks?*

Daring

Sometimes daring

A thoughtful risk taker

Careful

Very cautious and risk averse

11. If you had picked an investment with potential for large gains but also the risk of large losses how would you feel:*

Panicked and very uncomfortable

Quite uneasy

A little concerned

Accepting of the possible highs and lows

Excited by the potential for gain

12. Imagine that you have some money to invest and a choice of investment products, which option would you choose?*

A product with a low average annual return but almost no risk of loss of the initial investment

A product with a higher average annual return but some risk of losing part of the initial investment

A mixture of the two products above

13. I would prefer small certain gains to large uncertain ones.*

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

14. When considering a major financial decision which statement BEST describes the way you think about the possible losses or the possible gains?*

I’m excited about the possible gains

I’m optimistic about possible gains

I think about both the possible gains and losses

I am conscious of the possible losses

I worry about the possible losses

15. I want my investment money to be safe even if it means lower returns.*

I strongly agree with this statement

I tend to agree with this statement

In between

I tend to disagree with this statement

I strongly disagree with this statement

Assessing your sustainable preferences

In line with the Insurance Distribution Directive (2022), we are required to record your customer sustainability preferences. The following section will assess your interest in Environmental, Social and Governance (ESG) funds.
If you do not wish to disclose this information, please click on the skip button below.
If you wish to disclose this information, please click on the continue button below.

This section is optional you can skip by selecting below:

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Continue this section

This section is optional you can skip by selecting below:

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Sustainable Preferences (ESG integrated Funds) describe your decision as to whether and to what extent, aspects of sustainability should be included in your investment decision. Sustainable investment preferences are divided into three categories:

• Sustainable Investments
• Environmentally Sustainable Investments
• Investments that consider the negative impacts of the investment strategy on ESG factors

What do you mean by "sustainable or ESG Investing"?

Investments that are environmentally related are sustainable e.g. climate protection, water protection, forest protection, biodiversity) and/or address social criteria (e.g. fair pay, fair working conditions, fair supply chains) and follow good corporate governance (e.g. fair tax payments, no corruption)

Sustainable Investing means investing in companies that contribute to an environmental or social objective while ensuring that the investment does not significantly harm any other environmental or societal objective under the EU Taxonomy. It also requires companies to follow good governance practices

You may also come across the term “ESG”. It refers to the environmental, social, and governance factors used to evaluate companies and funds during the investment process

ESG investing can be achieved by applying exclusions, limiting ESG risk, seeking ESG opportunities, practicing active ownership, targeting sustainability themes, or assessing impact.

How Does "sustainability" affect performance?

Sustainability is at infancy stage in terms of performance. No statement can be made as to whether an ESG investment will deliver better, the same or worse results in the medium term than a comparable "non-ESG investment". In addition, past performance is no guarantee of future performance.

Applying ESG and sustainability criteria in the investment process may result in the exclusion of securities in which a Fund might otherwise invest. Such securities could be part of the benchmark against which the Fund is managed or be within the universe of potential investments. This may have a positive or negative impact on performance and may mean that the Fund's performance profile differs to that of funds which are managed against the same benchmark or invest in a similar universe of potential investments but without applying ESG or sustainability criteria.

This section is optional you can skip by selecting below:

Skip to the submission page

I would like to invest in “environmentally sustainable investments” (according to the EU taxonomy regulation)

Yes

What do "Environmentally sustainable investments" mean?

Investments that are environmentally related are sustainable e.g., climate protection, water protection, forest protection, biodiversity) and/or address social criteria (e.g., fair pay, fair working conditions, fair supply chains) and follow good corporate governance (e.g., fair tax payments, no corruption). Sustainable Investing means investing in companies that contribute to an environmental or social objective while ensuring that the investment does not significantly harm any other environmental or societal objective under the EU Taxonomy. It also requires companies to follow good governance practices.

You may also come across the term “ESG”. It refers to the environmental, social, and governance factors used to evaluate companies and funds during the investment process. ESG investing can be achieved by applying exclusions, limiting ESG risk, seeking ESG opportunities, practicing active ownership, targeting sustainability themes, or assessing impact

Please specify the minimum percent of your overall investment you would like to invest in environmentally sustainable investments:

This section is optional you can skip by selecting below:

Skip to the submission page

I want to invest in “sustainable investments” (according to the EU Disclosure regulation).

Yes

What do "sustainable investments" mean?

“Sustainable investments” are Article 9 investments according to the Sustainable Finance Disclosure Regulation.

Article 9 investments are funds with a specific environmental or social objective They can therefore have a broader focus than “environmentally sustainable investments” Article 9 funds are also known as “dark green” funds

Please specify the minimum percent of your overall investment you would like to invest in sustainable investments:

I want to invest in assets that reduce negative impacts on the environment (“just avoid harm”).

Yes

What is "Just Avoid Harm"?

Investments that consider the negative impacts of the investment strategy on ESG factors may also be referred to as Principal Adverse Impacts (PAIs).

PAIs refers to negative ESG indicators that are taken into consideration. Examples of what you might expect to see are greenhouse gas emissions, carbon footprint, hazardous waste, water emissions, negative impacts on areas of biodiversity.

Direct Marketing

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Client Acknowledgement & Declaration

Terms of Business

I acknowledge that I have been provided with a copy of the Terms of Business and Professional Fees Table of Metis Ireland and confirm that I have read and understand them. Click here to read our Terms of Business. *

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I have read and agree to Metis Ireland's Terms of Business

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Customer Privacy Notice I confirm that I have read the Customer Privacy Notice which is attached to this declaration and hereby grant Metis Ireland authority to process my personal data for the purposes detailed in the Customer Privacy Notice. I am aware that my data may be shared with third parties and that I may request to withdraw my consent at any time by using the Data Subject Consent Withdrawal Form. I am aware that some of my data may be classified as sensitive and this data may be shared with third parties. Click here to read the Customer Privacy Notice. *

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I have read and agree to Metis Ireland's Customer Privacy Notice

Direct Marketing

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