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Welcome to Menzies Law

We are very much looking forward to working with you.

In order to set up a client relationship between us, please complete the whole of this form, and then press SUBMIT.

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.

    Your details

    Your organisation's details

    (You may want to check the company number or registered address on the Companies House website)


    Registered Address


    Trading Address


    Nominated Board-level contact

    Regulations require us to have a Board-level contact within your organisation who is (at least nominally) responsible for giving us our instructions and whose ID we must hold.

    ID for Board level contact

    Please specify which this is

    The image that you send us needs to be sufficiently clear and in focus so that we can read all the details on it. If your driving licence contains an old or different address to your current home address, please call or email us to explain the reason, so that it does not hold up our checks process.

    Specific employee(s) - for conflict check purposes

    Regulations require us to conduct a conflict check to ensure that we do not have any professional conflict of interest in advising you. If you are seeking advice from us about any specific employee(s) please provide their name(s) so that we can include them in our conflict check:

    Access and Equality

    Do you have a disability or any access needs that we should be aware of when providing the best service to you?

    We operate under a comprehensive Equality & Diversity Policy (available here) which applies to all our dealings with our clients.

    How did you find us? (optional)

    Recommended by another Menzies Law clientRecommended by an HR ConsultantRecommended by someone elseInternet search (Google, etc.)Found us on another legal websitePrevious/returning clientI used Menzies Law at my previous organisationPreviously used another law firm acquired by Menzies LawAttended a Menzies Law eventVia another organisation’s conference/eventNetworkingPersonal contact in Menzies Law teamMenzies Law newsletter or blogSocial mediaOther

    Key information from us

    You should already have received from us a copy of our General Terms of Business and our Client Information document (which includes our Privacy Policy).

    If you have not done so, please call us on 0117 325 0526 or email us and we will ensure you have them before you answer the following three requests for your consent.


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