Thank you

Thank you for filling out the New Client On Boarding Questionnaire. If we have any questions will be in touch. 

Once we have completed you Money Laundering Checks we will be in touch to do the following steps:-

  1. Send you your Letter of Engagement (contract between us), which will need to be signed electronically via Signable:
  2. Set you up with a Direct Debt to us via GoCardless (if applicable)
  3. Start work on your accounts
 

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