ON BOARDING | Pink Pig Financials

Onboarding Checklist

We're delighted that you've chosen to work with us and can't wait to get started!

In order to get going as quickly as possible the are various bits of information we need to get from you. These will help us to:

1. get our systems and processes up and running, so we can help you more efficiently;
2. complete ID checks as required by law (sorry bit boring!).

So please complete the form to the right and let us get started on setting up your new business.

Thank you

Step 1 of 5

Some information about you
Name
First Name Last Name
Have you ever changed your name?
- Yes
- No
If you have changed your name please let us know your previous name.
If you have changed your name please let us know the date you changed your name.
Rough date will be ok 🙂

Day
Month
Year
Email
example@example.com
Phone Number
Address
Street Address Address Line 2 City State / Province ZIP / Postal Code
Have you lived at this address for less than 3 years?
- Yes
- No
When did you move to this most recent address?
A rough date will be ok 🙂

Day
Month
Year
Previous Address
Street Address Address Line 2 City State / Province ZIP / Postal Code
Date of Birth

Day
Month
Year
National Insurance Number (NI Number)
Please upload your ID if you haven't already provided this to us.
Either a copy of your Driving Licence or Passport please. Please note if using Driving Licence please upload pictures of both the front and back of your licence.
Max. file size: 50 MB.
Please upload proof of your address
(This can be either a bank statement, council tax letter, HMRC letter or gas, electric or water bill)
Max. file size: 50 MB.
Emergency contact information
We are gathering ‘Emergency Contacts’ for our clients - so someone we have your permission to speak to if something happens to you. Obviously something we hope won’t be needed, but just incase. Please advise their name, telephone and email address for our files.
Emergency Contact Name
First Last
Emergency Contact Email
Emergency Contact Phone
Do you give us permission to talk to this person about the business or your accounts in the event that something happens to you?
- Yes
- No
Fraud Protection for your Company
We want to do everything in our power to protect your company from fraud. Companies House has a service called PROOF which stops fraudsters from filing fraudulent paper forms - read more here: https://pinkpigfinancials.co.uk/2023/02/24/love-your-business-enough-to-protect-it-from-corporate-identity-theft/
Do you consent to us signing you up for PROOF*
- Yes
- No

Save and Continue Later

Some information about a second Director/Shareholder
If you have more than one Director/Shareholder please add there details here. If you have more than two please complete a second (or more) form with their details and ID on. If the additional Director/Shareholder is your Spouse, please just enter the relevant personal details, we'll copy the rest from your details.
Name
First Name Last Name
Have you ever changed your name?
- Yes
- No
If you have changed your name please let us know your previous name.
If you have changed your name please let us know the date you changed your name.
Rough date will be ok 🙂

Day
Month
Year
Email
example@example.com
Phone Number
Address
Street Address Address Line 2 City State / Province ZIP / Postal Code
Have you lived at this address for less than 3 years?
- Yes
- No
When did you move to this most recent address?
A rough date will be ok 🙂

Day
Month
Year
Previous Address
Street Address Address Line 2 City State / Province ZIP / Postal Code
Date of Birth

Day
Month
Year
National Insurance Number (NI Number)
Please upload your ID if you haven't already provided this to us.
Either a copy of your Driving Licence or Passport please.
Max. file size: 50 MB.
Please upload proof of your address
(This can be either a bank statement, council tax letter, HMRC letter or gas, electric or water bill)
Max. file size: 50 MB.
Are you already registered with HMRC for self assessement
- Yes
- No
If already registered please advise your Unique Tax Reference (UTR)
This is a 10 digit number that will be on any paperwork from HMRC to you personally, could be titled your reference - please let us know if you can't find this

Save and Continue Later

Onboarding Checklist

We're delighted that you've chosen to work with us and can't wait to get started!

Step 1 of 5

Some information about you

Emergency contact information

Fraud Protection for your Company

Some information about your personal tax

Some information about a second Director/Shareholder

Some information on your new company

And finally..