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This information-sharing is what is required to meet our regulatory requirements and to learn enough about you to open a file. We apologise if any of it is inconvenient to provide.
Please note that we will be unable to arrange an appointment for you, open a file for you or start any work for you until we have received the completed information exchange form from you, including copy of the passport or driving licence photo card of your nominated director.
Data protection: All your personal details and information will be kept secure and strictly confidential, in compliance with Data Protection laws and the Solicitors’ Code of Conduct, and will not be disclosed to any third party unless we have your informed consent to do so or we are required to do so by law or our professional regulatory rules. We will not use any of your information for marketing or any other purposes, aside from advising and representing you, without your informed consent.
All questions in this form are mandatory and must be answered unless labelled ‘optional’.
If you are unable to answer a particular question or are unsure about what to put, please call us on 0117 325 0526 to discuss.
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