Skip to content
TM PropertyPartners LTD

New clients

Client onboarding form.

Please complete all sections of this form so we can better understand your investment goals and match you with the right opportunities.

TM PropertyPartners LTD

Better deals. Bigger returns. Together.

Section 1: Client details

If applicable.

Preferred contact method

Choose as many as you like.

Section 2: Investment profile

Investment experience
Preferred investment strategy

Choose all that apply.

Towns, postcodes or areas you would like us to focus on.

Anywhere you would rather we did not look.

Section 3: Investment criteria

Return on investment, per year.

Per month, after costs.

Preferred property typeOptional
Bedrooms requiredOptional

Choose all that apply.

Freehold / leaseholdOptional
Tenanted / vacantOptional

Section 4: Funding

Funding methodOptional

Choose all that apply.

Cash you can invest now, including deposit and refurbishment.

Proof of funds available?Optional
Mortgage / finance in place?Optional
Solicitor appointed?Optional

Section 5: Deal preferences

What kind of opportunities would you like to hear about?Optional

Choose all that apply.

Section 6: Client objectives

Income, capital growth, a portfolio target, a timescale, or anything else that helps us understand what success looks like for you.

Section 7: Compliance & agreement

To comply with Anti-Money Laundering (AML) regulations, we will need the following. Please tick the documents you can provide.Optional

Please do not attach documents here. Once we have reviewed your form we will let you know how to share them securely.

Client declaration

I confirm that the information provided in this form is true and accurate to the best of my knowledge. I understand that TM Property Partners will use this information to identify and present suitable property investment opportunities.

Type your full name. This acts as your signature.

Section 8: TM Property Partners

By completing this form, you agree that the information provided will be used by TM Property Partners for the purpose of identifying and presenting suitable property investment opportunities, and may be shared with relevant partners, investors and professionals where necessary.

Thank you for choosing TM Property Partners. We look forward to helping you achieve your property investment goals.

Your answers are sent directly to our team and used only to identify suitable opportunities for you.

PropertyOpportunityGrowth