CLIENT INFORMATION, BUSINESS INFORMATION, BUSINESS SERVICES, FAMILY INFORMATION, PERSONAL SERVICES
PERSONAL INFORMATION
We find all the information requested on these pages is likely to be useful, but please do not answer any questions that you think are inappropriate. Money Laundering regulations require us to have evidence of identity for all new clients. Sight of your passport or photo style driving licence, and a recent utility bill are ideal evidence, preferably at the start of our initial meeting.
Please also complete a family information form and personal services form if appropriate.
| Full name and marital
status |
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| Home address and telephone number |
|
| Mobile number |
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| Daytime telephone number |
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| e-mail address |
|
| How do you prefer to be contacted? |
|
| Date of birth |
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| National Insurance number |
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| Tax district and tax reference |
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| Educational background and experience |
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| Interests |
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| Name and address of legal advisers and contact name |
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| Name and address of existing accountant and contact name |