New Client - Fact Find (Business)

For a printable version, download the New Client Business form [PDF]

 

Name
Date of Interview
Advisor
Mobile Phone
Source

Introduction

The Kelly + Partners service offering integrates compliance, advisory and other related advices to individuals and their business’.

In an effort to ensure meeting time is spent on advice rather than ‘form filling’ the firm requests all potential new clients, and from time to time existing clients, to provide the information detailed below.

It is only through a detailed understanding of a client or potential client’s financial position that Kelly + Partners can hope to deliver truly outstanding results.

Business Details

Business Name
ABN/ACN
Shareholders
Directors
Bank
Key contact
Street Address
Postal Address
Business Phone
Business Fax
Business Email
Website Address
Preferred Contact Method

Business Background

Please provide a brief description of your business in the space below

Company Name
Nature of Business
Establishment Date
Annual Turnover
No. Of Employees

Business Structure
 What type of 'product' do you sell?