Firm details
The name of your firm in full, including trading title if any:
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Principal address (including postcode):
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Telephone number:
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Mobile phone number
Fax number:
Email address:
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DX number:
FCA exemption number:
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Compliance manager:
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(In order to recommend ATE Insurance products, law firms are required to obtain an exemption number from the FCA in addition to their SRA requirements).
Main contact:
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Email
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Year firm established
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Full Name:
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Position:
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Professional Qualifications
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If engaged in the business for less than 5 years, provide preceding employment history:
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Full Name:
Position:
Professional Qualifications
If engaged in the business for less than 5 years, provide preceding employment history:
Full Name:
Position:
Professional Qualifications
If engaged in the business for less than 5 years, provide preceding employment history:
Full Name:
Position:
Professional Qualifications
If engaged in the business for less than 5 years, provide preceding employment history:
Full Name:
Position:
Professional Qualifications
If engaged in the business for less than 5 years, provide preceding employment history:
Full Name:
Position:
Professional Qualifications
If engaged in the business for less than 5 years, provide preceding employment history:
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Further details
Please give details:
Please give details:
Please give details:
Please give full details below of your fraud and/or money laundering checks and provide copies of relevant paperwork:
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Confidentiality agreement
I/We agree to treat as secret and confidential any information and/or material relating to the business, affairs, finances,
systems, processes and/or methods of operation of either Party which is disclosed by one Party to the other in connection
with the operation of this Agreement (whether oral or in writing and whether or not such information is expressly stated
to be confidential or marked as such) (“Confidential Information”).
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Data protection
By completing this form you consent to DAS Legal Expenses Insurance Company Limited, and/or any member of the
DAS Group using the information you supply, including personal sensitive information as defined in data protection laws,
for the purpose of managing the agency relationship. This will include agency administration and processing, fraud prevention,
legal proceedings, trade references, credit searches, enquiries, records and discussions. Some of the information may also
be passed to the regulator and our insurers to the extent necessary to meet our regulatory and insurance requirements.
In addition the information you have supplied may be used by the DAS Group to advise you of other products or services that
may be of interest.
We may share your information with our associated service companies and third parties with whom we have a business
relationship. They or we may contact you to tell you about services which may be of interest to you. The information
you have supplied to us is confidential and will only be used for marketing purposes with your consent.
You can ask to see a copy of the information DAS Group holds about you by writing to the
DAS Group Data Protection Officer | DAS House | Temple Quay | Temple Back | Bristol | BS1 6NH
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Application checklist
If any of the above forms are not available please specify
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Declaration
Director/Partner’s signature:
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Date
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Director/Partner’s name (BLOCK CAPITALS):
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You must tell us when the information in this form changes
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I/We:
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Authorise (Bank Plc):
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Branch:
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Address (including postcode):
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Client account number:
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Client account sort code:
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To provide DAS Legal Expenses Insurance Company Limited | DAS House | Quay Side | Temple Back | Bristol | BS1 6NH
as status enquiry/financial reference to me/us.
Signed:
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Position:
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Date
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If you are human, leave this field blank.