Client Information Form

Welcome on-board and thank you for signing up with Adderley, Hill & Co. Please complete the below details.

On what basis are we providing our services to you:

Please note if we are to act for both your business and yourself then please complete both sections below.

    Your business details

    Welcome to Adderley Hill & Co. In order for us to act on your behalf please provide us with the following information.

    Business name*

    Registered address*




    Correspondence address (if different)




    Business type*

    UTR (Unique Taxpayer Reference)*

    Business activity - Tell us a bit more about what you do*

    VAT registered*

    Date of registration*

    VAT number*

    VAT certificate - Please scan a copy of your VAT certificate and upload it using the link at
    the end of this page.

    PAYE registered*

    Employer PAYE reference*

    PAYE accounts office reference*

    Company Registration Number*

    Companies House Authentication code (if known)

    Do you (or any of the beneficial owners of the company) have any criminal convictions?*

    (If answering yes please provide more details in the box provided below)

    Have you previously been disqualified as a director?*

    Are you considered a PEP (Politically Exposed Person)?*

    Note: The Government defines PEPs as "individuals around the world with 'prominent public functions'", e.g. Government Ministers or Members of Parliament, who may be more susceptible to bribery and corruption. If you are unsure whether you are considered a PEP, please contact the office.

    (If answering yes please provide more details in the box provided below)

    Do you have any connection with a PEP such as a family relative or a close associate, or have a business relationship with a PEP?*

    Note: If you are unsure whether you have any connection with a PEP, please contact the office.

    (If answering yes please provide more details in the box provided below)

    Do you have assets in excess of £10million?*

    (If answering yes please provide more details in the box provided below)

    Your previous accountant

    If you would like us to contact your previous accountant for a handover, please complete
    their contact details below.

    Business name*

    First name*

    Surname*

    Email*

    Notes

    Please confirm*

    How did you hear about us? *

    Identification

    To confirm your identity please can you kindly scan a copy and upload:


    1. An item of photo ID (passport or driving licence)
    2. A utility bill confirming your home address (dated within the past 3 months)
    3. VAT certificate

    Upload here*

    Privacy

    Your right to privacy is important to us and we will only use your personal and business information to administer your account and to provide the services you sign up for.

    Please find a link here to our Privacy Policy

    Please confirm*

    *Indicates required information

    Your personal details*

    Welcome to Adderley Hill & Co. In order for us to act on your behalf please provide us with the following information.

    Name*

    Have you ever changed your name?*

    What was your previous name?*

    Date of change*

    Address*



    Date you moved to this property*

    Mobile phone*

    Home telephone

    Email*

    Date of birth*

    Nationality*

    NI Number*

    Tax reference (UTR) - if you have one

    Do you have any criminal convictions?*

    (If answering yes please provide more details in the box provided below)

    Are you considered a PEP (Politically Exposed Person)?*

    Note: The Government defines PEPs as "individuals around the world with 'prominent public functions'", e.g. Government Ministers or Members of Parliament, who may be more susceptible to bribery and corruption. If you are unsure whether you are considered a PEP, please contact the office.

    (If answering yes please provide more details in the box provided below)

    Do you have any connection with a PEP such as a family relative or a close associate, or have a business relationship with a PEP?*

    Note: If you are unsure whether you have any connection with a PEP, please contact the office.

    (If answering yes please provide more details in the box provided below)

    Do you have assets in excess of £10million?*

    (If answering yes please provide more details in the box provided below)

    How did you hear about us?*

    Identification

    To confirm your identity please can you kindly scan a copy and upload:


    1. An item of photo ID (passport or driving licence)
    2. A utility bill confirming your home address (dated within the past 3 months)

    Upload here*

    Privacy

    Your right to privacy is important to us and we will only use your personal and business information to administer your account and to provide the services you sign up for.

    Please find a link here to our Privacy Policy

    Please confirm*

    *Indicates required information