New Client Form • Ramsay Brown LLP

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You are here: Home / Documents / New Client Information Form

New Client Information Form

Let’s get set up to work together!

New Client Information Sheet

"*" indicates required fields

Step 1 of 4 - Your Details

0%

Your Information

Please complete the following information.

Name:*

Title First Surname

Home Tel:

Work Tel:*

Mobile:

Address:*

Address Line 1 Address Line 2 City County Post Code Country

Email:*

Date of Birth:

DD slash MM slash YYYY

Gender:

Female

Male

Other

National Insurance Number:

Tax Reference (UTR Number):

GMC Number:

NHS Pension Scheme Number (SD 8-digit number):

This field is hidden when viewing the form

Photo ID Verification For AML Purposes (Copy of Passport or Driving Licence):

Max. file size: 300 MB.

Marital Status:

Date of Marriage:

DD slash MM slash YYYY

Spouse's Name:

Title First Last

Date Self Employment Started:

DD slash MM slash YYYY

Joined the NHS Pension Scheme after 1989:

Yes

No

Please select one box that best describes your business status:

Co Director

Dentist

Retired

GP Principal

Locum / Salaried GP

Non GP Partner

Hospital Consultant

Other

If partner in a GP practice, please give name of partnership:

If you are a Non GP Partner please give the name of partnership and your start date:

Consent*

I understand that no work can be carried out on my behalf until Ramsay Brown have verified my identity, as required by UK law.

We are required under the Money Laundering regulations to verify the identity of all new clients. We are now able to carry out our verifications online. However, we may need to request some form of photo ID such as a passport or driving licence together with some documentation to confirm your current address, such as a recent utility bill or bank statement, which must not be more than three months old. Please note all documents must be originals. We will not be able to undertake any work on your behalf until we have verified your identity.

Previous Accountant's Details

If not Ramsay Brown LLP, please kindly provide us with your Personal Accounts accountant's details.

Company Name:

Direct *(PA) Contact Name:

Email:

Direct Telephone:

Full Address:

Address Line 1 Address Line 2 City County Post Code Country

Name

This field is for validation purposes and should be left unchanged.

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The Brentano Suite, Solar House
915 High Road
North Finchley
London N12 8QJ
United Kingdom

020 8004 0555
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