Starter Form - Personal Service Company

Personal Service Company

Please complete the below Starter Form for your Personal Service Company

Starter Form - Personal Service Company

PLEASE NOTE: When uploading documents below, you only need to upload a document once - if multiple items, like insurances, are on the same file, there's no need for duplicate uploads

Personal Details

Full Name *

Telephone Number *

Email Address *

Home Address and Postcode *

Date of Birth *

National Insurance Number *

Nationality as seen on passport *

Emergency Contact Details

Contact Name

Contact Address

Relationship to You

Contact Number(s)

Personal Service Company Details

Do you wish to Opt Out or Opt In of the Conduct Regulations 2003? *

Personal Service Company Name *

Company Registration Number *

Registered Company Address

Company VAT Registration Number (if applicable)

Are you a Director of this Personal Service Company? *

Are you a Shareholder of this Personal Service Company? *

Is your Personal Service Company compliant with all Tax Legislation? *

Personal Service Company Bank Name

Personal Service Company Bank Account Name

Personal Service Company Account Number

Personal Service Company Sort Code

Please confirm you have the sufficient insurance cover to meet our minimum requirements

Public Liability - Minimum Level of Cover Required £2,000,000 *

Professional Indemnity - Minimum Level of Cover Required £1,000,000 *

Expiry Date of Public Liability

Expiry Date of Professional Indemnity

Please upload the below company documents

Personal Service Company Registration Certificate *

Choose File

Personal Service Company VAT Certificate (if applicable)

Choose File

Public Liability Certificate

Choose File

Professional Indemnity Certificate

Choose File

Proof of your identity (Passport / Residence Permit) *

Choose File

Proof of Right to Work (Settled Status / Visa)

Choose File

Date of Completion *

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Personal Service Company

Please complete the below Starter Form for your Personal Service Company