Page 65 - Bespoke EPG 2017 Digital

■■ Credit cards
◆◆ List all credit cards and account numbers and where they can be found

■■ Sources of income
◆◆ Loan agreements / Acknowledgement of debt
◆◆ Salary details
◆◆ Group life, pension or provident fund details
◆◆ Profit sharing arrangements

■■ Details of insurance
◆◆ Buy and Sell insurance policy and agreement (if applicable)
◆◆ Accident insurance (if applicable)
◆◆ All policies of insurance including life insurance and short term
insurance- policy name, type and number (portfolio statement)
◆◆ Name, address and telephone number of insurance agent

■■ Medical aid
■■ Income tax

◆◆ Income tax number and location of previous assessments
◆◆ Documents for the current year of assessment
◆◆ Capital gains tax valuations
◆◆ Name, address and telephone number of accountant or tax practitioner
■■ Investments
◆◆ List of securities or shares held, name on certificate, its number, location

and number of shares held
■■ Motor vehicle

◆◆ Where to find car registration and other papers
◆◆ If subject to finance, then details of finance agreement
■■ House
◆◆ Title deed if house is unencumbered (otherwise bondholder will hold the

title deed)
◆◆ Bond holder – name of institution and bond account number
◆◆ Lease agreement – if renting

62