You do not need to complete all of the fields on this form. The fields that we do require are listed below. Failure to complete these fields will mean you will not receive the £5 commission paid for each new client you sign-up. The fields we require to be completed are as follows: holders full ‘Mortgage name’. holders date of ‘Mortgage birth’. mortgage holders full ‘Joint name’. (Only complete this section if the client definitely knows it was a joint credit card, otherwise always leave it blank.) mortgage holders date of ‘Joint birth’ (Only complete this section if the client definitely knows it was a joint credit card, otherwise always leave it blank.) is the mortgage ‘Who with?’ holders full ‘Mortgage address’. ‘Full postcode’. holders full address when the mortgage was taken ‘Mortgage out’. (Only complete this section if it is different from the current address.) client’s ‘Full Postcode’. (Only complete this section if it is different from the current postcode.) client’s A separate mortgage form has to be completed for each mortgage the client has taken. We supply one of these mortgage forms in each If the client has more than one ‘Client pack’. mortgage simply take as many mortgage forms as you require from the extra forms that you are carrying on your clipboard. 4. Letter of Engagement form Make sure every new client you sign-up completes the following form: of ‘Letter Engagement’. You do not need to complete all of the fields on this form. The fields that we do require are listed below. Failure to complete these fields will mean you will not receive the £5 commission paid for each new client you sign-up. The fields we require to be completed are as follows: ‘Home telephone’. (If the client does not have a home landline then we will accept this not being completed.) And/or ‘Work Telephone’. (If the client does not have a work telephone then we will accept this not being completed.) And/or
You do not need to complete all of the fields on this form. The fields that we do require are listed below. Failure to complete these fields will mean you will not receive the £5 commission paid for each new client you sign-up. The fields we require to be completed are as follows: ‘Mortgage holders full name’. ‘Mortgage holders date of birth’. ‘Joint mortgage holders full name’. (Only complete this section if the client definitely knows it was a joint credit card, otherwise always leave it blank.) ‘Joint mortgage holders date of birth’ (Only complete this section if the client definitely knows it was a joint credit card, otherwise always leave it blank.) ‘Who is the mortgage with?’ ‘Mortgage holders full address’. ‘Full postcode’. ‘Mortgage holders full address when the mortgage was taken out’. (Only complete this section if it is different from the client’s current address.) ‘Full Postcode’. (Only complete this section if it is different from the client’s current postcode.) A separate mortgage form has to be completed for each mortgage the client has taken. We supply one of these mortgage forms in each ‘Client pack’. If the client has more than one mortgage simply take as many mortgage forms as you require from the extra forms that you are carrying on your clipboard. 4. Letter of Engagement form Make sure every new client you sign-up completes the following form: ‘Letter of Engagement’. You do not need to complete all of the fields on this form. The fields that we do require are listed below. Failure to complete these fields will mean you will not receive the £5 commission paid for each new client you sign-up. The fields we require to be completed are as follows: ‘Home telephone’. (If the client does not have a home landline then we will accept this not being completed.) And/or ‘Work Telephone’. (If the client does not have a work telephone then we will accept this not being completed.) And/or
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