New Client Form – Additional Directors/Partner Personal Details Salutation Mr.Mrs.Ms.Other Date of birth* Other First/Middle Name* Surname* NI Number Nationality Do you have a Personal UTR number? YesNoNot Sure 10 Digit UTR Number Please do not confuse this with your company UTR number. If you have filed tax returns before (even a long time ago) then you will have a UTR number. This will be displayed on your tax return or any letters from HMRC regarding your personal tax. Alternatively, please call HMRC on 0300 200 3300 and they should send you your UTR number by post. Home Address Postcode Date you moved into the address above How long have you been living here? More than 3 yearsLess than 3 years Previous Home Address Telephone - please tick the box for preferred means of contact HomeBusinessMobile Home Number* Business Number* Mobile Number* Preferred Email* Secondary Email Ideally we like to have a backup email for all clients. Do you have an existing accountant? YesNo Name of firm Contact Name Email Address Reason for changing Too expensivePoor servicesRelocatedOther Please let us know your other reasons Money Laundering Checks For money laundering check purposes, we need to confirm your identity and address. Please let us have the following: 1. ID Check: a copy of your passport or driving license. 2. Address: copy of a bank statement or utility bill less than 3 months old. Upload your identity and address documents here ❌ ❌ Tick here to send later Money laundering files will be sent later Are there additional directors for the company? YesNo Will you let us have the other directors details or should we send them an email? Yes, I will completePlease contact other directorAfter you have completed this form, please complete the Additional director form. Please let us have the director's name and email address Self-Assessment Tax Return: Please confirm you would like Simon & Co to prepare your personal self-assessment tax return? YesNo - I will prepare myselfNot Sure Company Name If you are trading as a Limited Company or LLP, please can you let us have the company name as it appears on your Incorporation certificate. Please read our terms of business and tick this box to confirm you have read and agree to this. Submit
