Application Forms
To simplify the application for our services we have developed a three-stage process, which requires the completion of certain forms, verification of the identities of all parties concerned, and finally, agreeing to our Terms of Business and paying our fees.
New Client?
Download all Forms (Requires Adobe Acrobat Reader )
STAGE 1 to find out more about you and your business, and to fully understand your requirements, please could you complete the following forms and e-mail or fax them to us for our review: |
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| Personal Questionnaire |
Each connected party must complete one form. |
| Company Information Form |
Complete one form for each company that requires our services. |
| Application for Corporate Services |
Complete one form for each company and/or trust which requires our services |
If required |
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if required |
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STAGE 2 once we have reviewed the forms provided at Stage 1 we will confirm that we can offer services and provide you with an itemised quotation. Please then send us the original forms from Stage 1 together with the following documents by courier or post. |
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| Verifying Identity – Individuals |
Please provide the personal identification documents stipulated for each party who completes a Personal Questionnaire. |
| Please read our Terms of Business and keep them for future reference. | |
| Letter of Engagement |
Please sign and return the Letter of Engagement. |
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| Methods of Payment |
At Stage 2 we will offer you an itemised quote. Once we reach agreement on our services we will require payment in full. |