Your customer can fill in this booklet to keep a record of their personal and financial details. This will help family or friends trace the important information they’ll need in the event of death. It will also be useful for anyone who looks after their financial affairs while they’re alive.

Important information about this document

• Your customer doesn’t have to fill it out – it is completely optional • They can pick and choose which sections they complete • Once filled in, it should be kept in a safe place, such as with their will. Family or close friends should be informed about where it is • These details will change over time, so ask them to consider updating it once a year or when their circumstances change • This document will contain sensitive and confidential information, so it should be kept in a secure place such as a safe, a locked filing cabinet or at a solicitor’s office • Do not write security information about accounts such as passwords or PIN numbers in this document.