FamilyCapture | Lloyd Legal Experts

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Family Client Onboarding
Capture Form

Date and time*

Day

Month

Year

Time

:HoursMinutes

Lloyd Legal Solicitor*

Client KYC Information*

Passport

Driving Licence

Bank Statement

Utility Bill

Council Statment

Wage Slip

Source of Funds

Family Client Gender*

Family Client First name*

Family Client Last name*

Family Client Email*

Client Date of Birth*

Family Client Mobile Phone*

Family Client Alternative Phone

Family Client National Insurance Number*

FMH 1st Line of Address*

FMH Address Town*

FMH Post Code*

FMH Ownership*

FMH Date of Purchase*

FMH Value*

FMH Mortgage

FMH Equity

Client Correspondence Address (if different)

Client Correspondence Post Code (if different)

Client Occupation*

Client Employer

Client How many hours a week?

Client Salary

Firm Source of enquiry*

Client Current Health Situation*

OPPONENT Gender*

Opponent First Name*

Opponent Surname*

Opponent Date of Birth*

Opponent Email*

Opponent Phone Number*

Opponent 1st Line of Address

Opponent Address Town

Opponent Post Code

Opponent Occupation

Opponent Employer

Opponent Salary

Opponent Health Situation

Opponent Solicitor

Opponent Solicitor Email

Opponent Solicitor Phone Number

Opponent Solicitor Address

Opponent Solicitor Town

Opponent Solicitor Post Code

Date of Separation*

Last date living together*

Reason for Separation*

Relationship Background Information*

Matter(s) Type*

Divorce

Finance

Children

Non Molestation Order

Occupation Order

TOLATA

Other

Advice Given*

Child 1 Name

Child 1 DOB

Child 2 Name

Child 2 DOB

Additional Child Names & DOB

Additional Child Names & DOB

Children Health Conditions and / or Diagnosis

Children Schooling Details

If children are natural to both parents or not?

Current Child Arrangements

Future Child Arrangements Preference

Child Maintenance Provisions

Married / Civil Partnership*

Yes

No

Marriage Date

Location of Marriage

DIVORCE NUMBER (if filed)

Reconciliation? / Domestic Violence? *

Client Personal Financial Information*

Opponent Personal Financial Information*

Next Steps / Advice Given*

Client Money to be put on Account*

£500

£1,000

Client Risk Profile Assessment*

Low (Standard take on)

Medium (Enhanced Due Diligence)

High (Refer to director)

PEP

Follow up Date Agreed*

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Office Details

Bolton (under Renovation)

60 Chorley New Road

Bolton

BL1 4DA

Manchester

Bartle House

Oxford Court

Manchester

M2 3WQ

London (by appointment only)

81 Chancery Lane

London

WC2A 1DD

Opening Hours

Monday to Friday 8am - 5pm

Thursday Late 8am - 8pm

Saturday 8am - 2pm

Sunday CLOSED

UK registered company No. 17032561

Authorised and regulated by the Solicitors Regulation Authority (SRA)

No. 8015706

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