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Ola Leslie Solicitors London Bridge SE1
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Ola Leslie Solicitors London Bridge SE1
  • Home
  • About Us
    • Our Team
    • Feedback & Reviews
    • CQS Accredited
    • Our Videos
    • Gallery
    • Pricing
  • Property
    • Residential Conveyancing
      • Enfranchisement
      • Shared Ownership
      • Equity Release
      • Fixed Fee Conveyancing
      • Right to Buy
      • Council Buy Back Schemes
      • Re-Mortgages
      • Property Auctions
      • Transfers of Equity
      • Conveyancing in Southwark
    • Complex Conveyancing
    • Bridging Loans / Finance
    • Commercial Property
      • Fixed Fee Business and Commercial Lease Quote
      • Live-Work Units
      • Commercial Landlord & Tenant
    • Licensing
    • Planning Law & Development
    • Landlord & Tenant
      • Possession Claims & Squatters
  • Services for You
    • Buying & Selling Property
    • Employment Law
      • Settlement Agreements
    • Immigration
    • ID Certifications & Statutory Declarations / Oaths / Affidavits
      • Land Registry ID1’s & Certifying ID
      • Independent Legal Advice
    • Wills
      • Online Will writing services …
      • Islamic Wills / Sharia Wills
      • Wills Instruction Form
    • Probate
      • Grants of Probate
      • Contesting a Will
    • Trusts
      • Deed of Trust
      • Deed of Gift
      • Vulnerable Beneficiaries
    • Power of Attorney
      • Lasting Power of Attorney
      • Deputyship
  • Business
    • Fixed Fee Advice for Business Start Ups
    • Business Immigration
    • Contracts & Agreements
    • Debt Recovery
    • Employment Law
    • Commercial Property
  • Blogs
  • Contact Us

Client Registration

  • Home
  • Client Registration
Client Registration Ola Leslie Solicitors 2020-07-24T21:16:49+00:00

Client Registration Form

Please fill out the form to instruct us
  • We are unable to progress your transaction until this Form is returned. The information provided will help guide our advice to you.
    Please use BLOCK CAPITALS throughout.
  • Please complete in block capitals and ensure that your FULL names and addresses and other details are entered and spelled correctly. PLEASE SEND THIS FORM BACK TO US WHEN YOU’VE COMPLETED IT BEFORE YOUR APPOINTMENT TO MAKE YOUR WILL (by post, fax, email). Our Direct Line: 0207 183 0084 Our Direct Fax: 0845 163 4208 E-Mail: wills@olaleslie.com
  • SECTION 1 - YOUR DETAILS
  • First Client

    (Please complete your full name here as these details will be used to draft legal documents)
  • Second Client (if applicable)

    (Please complete your full name here as these details will be used to draft legal documents)
  • If addresses are different we will only send correspondence to the First Client’s address on behalf of both clients
  • MM slash DD slash YYYY
  • SECTION 2 - YOUR BRIDGING LOAN
  • SECTION 2 - YOUR FREEHOLD PURCHASE/ LEASE EXTENSION
  • SECTION 2 - YOUR REMORTGAGE
  • SECTION 2 - YOUR SALE (Go to next section if you are purchasing only)
  • SECTION 2 - PROPERTY DETAILS
  • If you do not have a mortgage at all then please advise us of the whereabouts of the title deeds to your property
  • If you hold your title deeds then please forward them to us preferably by Recorded Delivery
  • SECTION 3 - SENDING YOU MONEY
  • For security reasons, we prefer to remit monies due to you direct to your bank account. Please confirm your nominated account details for us to send funds to you. Our preference is for joint clients to receive funds to a joint account where possible. The account cannot be in the name of a third party and cannot be overseas.
  • SECTION 4 - YOUR PURCHASE (Ignore this section if not applicable)
  • SECTION 4 - NEGOTIATING VALUE
  • SECTION 4 - DETAILS OF THE TRANSFER
  • SECTION 5 - PAYMENT ON ACCOUNT OF TITLE INFORMATION AND SEARCHES
  • A payment on account is needed from you for the title information and searches we will be ordering on your transaction in accordance with our initial letter to you. We are unable to accept payment from a third party. Please either attach your cheque made payable to "Ola Leslie" for the amount requested in our covering letter. Alternatively complete the debit/credit card request below and we will then e-mail you an online invoice so you can pay securely online. You can also make a direct payment to our account via your bank. Unless you instruct otherwise Receipt of your advance will be taken as your instruction to undertake the searches as soon as possible
  • SECTION 6 - OCCUPIERS
  • Please give the names of any person over 17 years of age who will live with you in your new home not listed in Section 1.
  • SECTION 7 - SPECIAL CIRCUMSTANCES
  • SECTION 8 - DECLARATION AND AGREEMENT
  • I/We confirm that the information given in this Instruction Form is correct to the best of my / our knowledge. I/We instruct Ola Leslie to carry out legal services on my/our behalf in accordance with their Terms and Conditions which I/we have received. I/We authorise Ola Leslie to obtain my/our property title deeds (sale only). I/we authorise Ola Leslie to act as our agent for completing and submitting a Stamp Duty Land Tax return to HM Revenue and Customs (purchase only). I/We certify that the balance of purchase monies will be provided from our own funds unless we specifically instruct otherwise (purchase only). Where a property is to be held jointly, we the undersigned agree and authorise Ola Leslie to accept and act on the instructions from any joint owners of the property and we agree to be bound by those instructions. By signing and returning this Instruction Form I/We authorise you you to start work on our behalf straight away thereby waiving the cancellation provisions of the Consumer Protection Regulations 2000 (Distance Selling)
  • DD slash MM slash YYYY
  • DD slash MM slash YYYY
  • PART A - General

  • CLIENT 1

  • CLIENT 1

  • CLIENT 2

  • Surname (Incl. Title):
  • First names (Incl. All Middle Names):
  • Address Line 1:
  • Address Line 2:
  • Address Line 3:
  • Town:
  • Postcode:
  • Postcode:
  • Work Telephone No:
  • Mobile Telephone No:
  • Fax No:
  • E-mail Address:
  • Date of Birth:
  • Occupation:
  • National Insurance No
  • Are you an existing Client?
  • Were you recommended by anyone?
  • If you answered NO to the above or if it is relevant, please complete the following.
    I am using Ola Leslie as a result of:
  • Have you made a Will? If so, where is it held?
  • Please read through the details on the accompanying document which sets out the levels of will writing service and prices we can offer and select your desired level.
  • PART B - Executors

  • Do you wish your Wife/Husband to be sole Executor?
  • Do you wish to appoint Ola Leslie as Executor?
  • In any event, do you wish Ola Leslie to deal with your estate?
  • Please give details if the above does not apply or if you wish to appoint additional executors (where there are children under 18, two executors must be named)
  • PART C – Guardians

  • ARE GUARDIANS REQUIRED? Please note that the guardian is usually the person with whom the children will live and who will make decisions with regard to education and medical treatment, therefore it is difficult to appoint two people unless they are a married couple although any person can be named as an alternative. You can appoint a guardian if you have parental responsibility for a child.
  • PART D – Children's Details

  • PART E – Legacies (individual gifts of money and/or property)

  • PART F – House(s) And/Or Land

  • PROPERTY DESCRIPTION 1:
  • Please give details of what you wish to happen to the property (i. e. do you wish to leave this to a specific person or do you wish it to be part of the residue of your estate in part G below?)
  • PROPERTY DESCRIPTION 1:
  • Please give details of what you wish to happen to the property (i. e. do you wish to leave this to a specific person or do you wish it to be part of the residue of your estate in part G below?)
  • PART G – Residue Of Your EstateM

    (What's left of your Estate after specified Gifts have been made)
  • If “YES” are they to benefit equally? If not, please show below the proportions you wish them to benefit:
  • If no children, please state below the names and addresses of person(s) to benefit and proportions to receive:
  • If you and all your children die before you have any grandchildren, or there are no surviving grandchildren (e.g. in an accident), who do you wish to inherit your estate? Please provide the names and addresses of such beneficiaries below. If a charity please give correct name/title and state whether your bequest is for a specific purposes or for general charitable purpose of the charity.
  • PART H – Funeral Arrangements

  • CLIENT 1

  • CLIENT 1

  • CLIENT 2

  • Do you carry a Donor Card?
  • Do you wish any of your organs to be donated for other people?
  • Do you wish any of your organs to be donated for other people?
  • Do you wish a church service
  • PART I - Asset Details

  • CLIENT 1

  • CLIENT 1

  • CLIENT 2

  • House 1
  • House 2
  • Car(s)
  • National Savings
  • Stocks & Shares
  • Bank
  • Building Societies
  • Pensions/Insurance Policies
  • Household contents
  • Jewellery
  • Any other assets (e.g.business interests)
  • Total Assets
  • Liabilities

  • CLIENT 1

  • CLIENT 2

  • Mortgage 1
  • Mortgage 2
  • Loans/HP arrangements
  • Credit card debts
  • Any other debts
  • Total Liabilities
  • Total Assets
  • Total Liabilities
  • Current value of your Estate
  • Additional information affecting your estate
  • Have you made any single gifts over the value of £3,000 in the last 7 years? If YES, give details
  • We are required by law to get satisfactory evidence of the identity of clients and sometimes people related to them. This is because solicitors who deal with money and property on behalf of their client can be used by criminals wanting to launder money. There are a number of ways to verify your identity and depending on the nature of your transaction we may ask to see original documents, perform electronic checks based on the information in this form or a combination of both.
  • Client Information

    Please note that each clientshould complete a separate form.
  • Source of Funds

    If you will be submitting funds to us from your own account, please tick the appropriate box below. If funds may be provided by any other person or legal entity on your behalf, we shall need a full explanation as to the source of those funds in the space left below or as the matter proceeds as and when we receive those funds.
  • MM slash DD slash YYYY
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Ola Leslie Solicitors LLP

60 Borough High Street
London Bridge
Southwark
London
SE1 1XF

DX 144375 Southwark 4

Phone: +44 (0)207 183 0084

Web: www.olaleslie.com

Authorised and Regulated by the Solicitors Regulation Authority under registration number 612672

We are on the legal mortgage panel for the Bank of Ireland (The Post Office), Virgin Money, Santander, Barclays (the Woolwich), Nationwide (The Mortgage Works), Yorkshire Building Society, Accord Mortgages, Platform Home Loans, Britannia, Co-Operative, Chelsea Building Society, Leeds Building Society, Metro Bank plc, Help to Buy (Homes and Communities Agency), Kensington, Clydesdale and most bridging lenders. Independent legal advice for a personal guarantee (Deed of Guarantee and Indemnity), a mortgage guarantor, HSBC, Santander and Barclays indirect mortgages (joint borrower sole proprietor mortgage), settlement agreements, compromise agreements, Deeds of Consent and ID1, ID2 and ID verification.

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