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Mail
Talk@lloydlegal.co.uk
Phone
0800 009 6076
Advocacy Client Onboarding
Capture Form
Date and time
*
Day
Month
Month
Year
Time
:
Hours
Minutes
Lloyd Legal Solicitor
*
Client KYC Information
*
Passport
Driving Licence
Bank Statement
Utility Bill
Council Statement
Wage Slip
Source of Funds
Advocacy Matter
*
Advocacy Client First name
*
Advocacy Client Last name
*
Advocacy Client Date of Birth
*
Advocacy Client National Insurance Number
*
Advocacy Client Email
*
Advocacy Client Mobile Phone
*
Client Alternative Phone
Client Type
*
Individual
Company
Client Company name (if applicable)
Client Company No.
Client Company Website
Client Position
*
Applicant
Respondent
OPPONENT Name / Company
*
Opponent Email
*
Opponent Telephone Number
*
Opponent Alternative Phone Number
Opponent Address
*
Opponent Town
*
Opponent Post Code
*
Opponent Type
*
Individual
Company
Opponent Company No. (if applicable)
Opponent Company Website
Opponent Position
*
Applicant
Respondent
Opponent Solicitor Name (if applicable)
Opponent Solicitor Email
Opponent Solicitor Phone Number
Opponent Solicitor Address
Opponent Solicitor Town
Opponent Solicitor Post Code
Background
*
Details
*
Supporting Documentation Available / To be provided
*
Issues
*
Remedy Sought
*
Court Location
*
Court Date
*
Court Time
*
Court Update
*
Initial Court Documents
Directions
Adherence
Client Advice
*
Client Money to go on Account
*
£1,500
£2,000
Next Steps
*
Client Risk Profile Assessment
*
Low (standard take on)
Medium (enhanced due diligence)
High (director overview)
PEP
Follow up Date
*
Submit
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