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KYC · Worksheet 2.0
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GBX
Globimex, S.A. de C.V.
PV·CC
Country Club S.A. de C.V.
PARADISE VILLAGE
KYC Format & Worksheet · v2.0
General
Primary Owner
Co-Owner
Membership
Financing
Summary
01
General Information
Sale date, contract and executive
0/3
Date
✱
Contract #
✱
Company / Family Trust
Sales Executive
✱
02
Primary Owner
Identity, address and contact
0/10
First Name
✱
Middle Name
Last Name
✱
Gender
✱
Birth Day
✱
Birth Month
✱
Birth Year
✱
Calculated Age
Nationality
✱
If Other, specify
Country of Residence
✱
Occupation
✱
Employer
Street Address
✱
Ext. No.
Int. / Suite
City
✱
State / Province
✱
ZIP / Postal Code
✱
Country
✱
Home Phone
Mobile
✱
Email
✱
Confirm Email
✱
Email Status
—
03
Co-Owner
Optional — leave blank if none
optional
Same Address as Primary Owner?
If YES, address fields copy from Primary Owner automatically.
First Name
✱
Middle Name
Last Name
✱
Gender
Birth Day
✱
Birth Month
✱
Birth Year
✱
Calculated Age
Nationality
If Other, specify
Country of Residence
Occupation
Employer
Street Address
Ext. No.
Int. / Suite
City
State / Province
ZIP / Postal Code
Country
Home Phone
Mobile
Email
Confirm Email
Email Status
—
04
Membership Information
Points, use plan and season
optional
Rep
Vacation Points
Use Plan
First Year Use
Last Year Use
Membership Type
Season
05
Purchase Structure / Financing
Price, down payment and terms
0/2
Purchase Price
✱
Discount (−)
Credits (−)
Equity (−)
Total Purchase Price
Down Payment Option
✱
Manual DP Amount (if Other)
Down Payment Amount
Down Payment %
Minimum Acceptable (15%)
DP Status
—
Additional DP Required
Balance to Finance
Finance Term (Months)
✱
Interest Rate (e.g. 9.9)
✱
Monthly Payment
Finance Charges
Closing Cost
First Payment Day
First Payment Month
First Payment Year
First Year Maintenance
06
Deal Summary
Auto-calculated — verify with the client
Total Purchase Price
$0.00
Down Payment
$0.00
Down Payment %
0%
Minimum Required (15%)
$0.00
Additional Needed
$0.00
Balance to Finance
$0.00
Term (Months)
—
Monthly Payment
$0.00
Finance Charges
$0.00
Closing Cost
$0.00
✓
Quality Gate
All checks must pass before Contracts
•
Email — Primary Match
—
•
Email — Co-Owner Match
—
•
Primary Occupation Completed
—
•
Down Payment Minimum 15%
—
READY FOR CONTRACTS: —
0 de 15 obligatorios
Autoguardado ✓
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