Client Registration

Client Registration Form

Please fill out the form to instruct us

Please Select your Work type*
Please select your allocated reference:*
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)
Title (please tick)*
- Mr
- Mrs
- Miss
- Ms
- Dr
Title (please tick)
- Mr
- Mrs
- Miss
- Ms
- Dr
All Forenames*
All Forenames
Surname*
Surname
Date of birth*
Date of birth
Occupation*
Occupation
National Insurance Number*
National Insurance Number
Current Address*
Street Address City ZIP / Postal Code

If addresses are different we will only send correspondence to the First Client’s address on behalf of both clients
Current Address
Street Address City ZIP / Postal Code
Telephone Home
Telephone Home
Telephone Work
Telephone Work
Mobile*
Mobile
Email*
Email
Have we acted for you previously?*
- Yes
- No
If ‘Yes’ when did we last act for you?
MM slash DD slash YYYY
Do you have children aged 17 or less?*
- Yes
- No
Do you have children aged 17 or less?
- Yes
- No
Will your assets (savings, investments, property etc.) exceed £325,000 for tax advice?*
- Yes
- No
Will your assets (savings, investments, property etc.) exceed £325,000 for tax advice?
- Yes
- No
Do you have a will?*
- Yes
- No
Do you have a will?
- Yes
- No
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
What type of property is it?
- House
- Flat
Your existing Mortgage lender is
Property owned by:
- First Client Only
- Second Client Only
- Joint names
Account Number
Is the property:
- On the Market
- Sold subject to contract
Is the property:
- On the Market
- Sold subject to contract
Did we act when you purchased the property?
- Yes
- No
- Year
Approximate mortgage amount outstanding
Address of the Property you are raising finance on
Street Address City ZIP / Postal Code
Address of the Property
Street Address City ZIP / Postal Code
Address of the Property you are remortgaging
Street Address City ZIP / Postal Code
Address of the Property you are selling
Street Address City ZIP / Postal Code
Do you have any other loans charged to the property?*
- Yes
- No
agreed loan value*
Asking or agreed price
If ‘Yes’ Lender is
Who is the new lender?*
Selling Agent
Approximate mortgage amount outstanding
If you do not have a mortgage at all then please advise us of the whereabouts of the title deeds to your property
Account Number
Name of mortgage broker(if applciable)*
Contact Name at Estate Agents
Where are your deeds held?
Agent Tel No.
Agent Address
Street Address City ZIP / Postal Code

If you hold your title deeds then please forward them to us preferably by Recorded Delivery
Agent Email
Commission Rate Agreed
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.
Account held by
- First Client only:
- Second Client only:
- In joint names
Bank*
Sort Code*
Account Number*
SECTION 4 - YOUR PURCHASE (Ignore this section if not applicable)
SECTION 4 - NEGOTIATING VALUE
SECTION 4 - DETAILS OF THE TRANSFER
To be purchased by:
- First Client only:
- Second Client only:
- In joint names
- I/We intended to buy but have not yet found a property to purchase
To be transferred by:
- First Client only:
- Second Client only:
- both clients
- WHO IS EQUITY TO BE TRANSFERRED TO ?
Please tell us the percentage to transfer
Selling Agent
Agreed purchase price
Valuer/ Surveyor
Full Name
Address of the property you are buying
Street Address City ZIP / Postal Code
Thier Address
Street Address City ZIP / Postal Code
Branch
Agreed purchase price
Agreed Price
Contact Name at Estate agents
Contact Name at Valuer/Surveyor
Will you be living at the property?
- Yes
- No
Agent Telephone No
What type of property is it?
- House
- Flat
Are you having a mortgage?
- Yes
- No, Cash Purchase
Is a mortgage needed in order to buy the above share?
- Yes
- No, Cash Purchase
If yes, amount you propose to borrow
Name of lender (if known)
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
I/We will send a cheque made payable to “Ola Leslie” fort he amount required in your initial letter
Please send me an email invoice so I can pay securely online. A 3% surcharge will apply to credit card payments.
Please send me an email invoice so I can pay securely online. A 2.5% surcharge will apply to credit card payments.
Please send me your bank details
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.
Name
Age
Name
Age
Name
Age
Name
Age
SECTION 7 - SPECIAL CIRCUMSTANCES
Please use this space to highlight matters of which we ought to be aware. This may include family or financial matters that you would like to bring to attention, or a sensory disability, details of a second mortgage, or any other dependant mortgage, target completion dates, or issues specific to the property.
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)
First Client*
Date*
DD slash MM slash YYYY
Second Client
Date
DD slash MM slash YYYY
How did you found out about the firm*
- Search Engine (e.g Google , Bing)
- Law Society website
- Personal / friend recommendation
- Professional Recommendation (eg broker or estate agent)
- Social Media
- Other
Please confirm details*
- I have read and agree to the Terms and Conditions
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?
- Yes
- No
- Yes
- No
Were you recommended by anyone?
- Yes
- No
If Yes Who?
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:
- Newspaper Ad.
- Circulars
- Late Opening
- Yellow Pages
- Seeing the Office
- Signs
- Sponsored Listing on Google
- Other
Have you made a Will? If so, where is it held?
- Yes
- No
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.
Will Level
- 1
- 2
- 3
- 4
PART B - Executors
Do you wish your Wife/Husband to be sole Executor?
- Yes
- No
Do you wish to appoint Ola Leslie as Executor?
- Yes
- No
In any event, do you wish Ola Leslie to deal with your estate?
- Yes
- No
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)
Full Name:
Full Name:
Address:
Address:
Post Code:
Post Code:
Occupation:
Occupation:
Relationship (if any)
Relationship (if any)
Full Name:
Full Name:
Address:
Address:
Post Code:
Post Code:
Occupation:
Occupation:
Relationship (if any)
Relationship (if any)
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.
Full Name:
Address:
Post Code:
Relationship (if any):
PART D – Children's Details
Full Name:
Full Name:
Address:
Address:
Post Code:
Post Code:
Date of Birth
Date of Birth
Age you wish to inherit:
- 18
- 21
- 25
- other
Age you wish to inherit:
- 18
- 21
- 25
- other
Full Name:
Full Name:
Address:
Address:
Post Code:
Post Code:
Date of Birth
Date of Birth
Age you wish to inherit:
- 18
- 21
- 25
- other
Age you wish to inherit:
- 18
- 21
- 25
- other
Full Name:
Full Name:
Address:
Address:
Post Code:
Post Code:
Date of Birth
Date of Birth
Age you wish to inherit:
- 18
- 21
- 25
- other
Age you wish to inherit:
- 18
- 21
- 25
- other
Full Name:
Full Name:
Address:
Address:
Post Code:
Post Code:
Date of Birth
Date of Birth
Age you wish to inherit:
- 18
- 21
- 25
- other
Age you wish to inherit:
- 18
- 21
- 25
- other
PART E – Legacies (individual gifts of money and/or property)
Do you wish the following to be made during the lifetime of your Husband / Wife / Partner
- Yes
- No
(1) To whom (Full Name):
Address:
Post Code:
Relationship:
Amount of Money or Description of Item(s)
(2) To whom (Full Name):
Address:
Post Code:
Relationship:
Amount of Money or Description of Item(s)
(3) To whom (Full Name):
Address:
Post Code:
Relationship:
Amount of Money or Description of Item(s)
(4) To whom (Full Name):
Address:
Post Code:
Relationship:
Amount of Money or Description of Item(s)
PART F – House(s) And/Or Land
PROPERTY DESCRIPTION 1:
Address:
Post Code:
HM Land Registry Number if registered:
Is It in joint names?
- Yes
- No
Is the property held as Joint Tenants (JT) or Tenants in common (TIC)?
- JT
- TIC
- Don't Know
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:
Address:
Post Code:
HM Land Registry Number if registered:
Is It in joint names?
- Yes
- No
Is the property held as Joint Tenants (JT) or Tenants in common (TIC)?
- JT
- TIC
- Don't Know
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)
Is your Spouse / Civil Partner / Partner to be sole beneficiary of residue?
- Yes
- No
If he/she dies before you, are ALL your children to benefit
- Yes
- No
If “YES” are they to benefit equally? If not, please show below the proportions you wish them to benefit:
(1) To whom (Full Name):
Share to be received:
(2) To whom (Full Name):
Share to be received:
(3) To whom (Full Name):
Share to be received:
(4) To whom (Full Name):
Share to be received:
If no children, please state below the names and addresses of person(s) to benefit and proportions to receive:
(1) To whom (Full Name):
Address:
Post Code:
Relationship:
Share to be received:
(2) To whom (Full Name):
Address:
Post Code:
Relationship:
Share to be received:
(3) To whom (Full Name):
Address:
Post Code:
Relationship:
Share to be received:
(4) To whom (Full Name):
Address:
Post Code:
Relationship:
Share to be received:
If any of your children die before you, are ALL your grandchildren to receive their deceased parents share?
- Yes
- No
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.
(1) To whom (Full Name):
(1) To whom (Full Name):
(1) To whom (Full Name):
Address:
Post Code:
Share to be received:
(2) To whom (Full Name):
Address:
Post Code:
Share to be received:
(3) To whom (Full Name):
Address:
Post Code:
Share to be received:
(4) To whom (Full Name):
Address:
Post Code:
Share to be received:
PART H – Funeral Arrangements
CLIENT 1
CLIENT 1
CLIENT 2
Do you carry a Donor Card?
- Yes
- No
- Yes
- No
Do you wish any of your organs to be donated for other people?
- Yes
- No
- Yes
- No
Do you wish any of your organs to be donated for other people?
- Buried
- Cremated
- Buried
- Cremated
Do you wish a church service
- Yes
- No
- Yes
- No
Any other requirements?
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.
Full Name:
Date of Birth:
Gender: M/F ?
Address:
City:
Postal Code:
Country:
Date moved in:
Main Contact:
Email:
Home Phone:
Mobile:
Company/ Employer:
Occupation:
Special Needs:
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.
The funds utilised for this legal matter come entirely from my own resources
- Own Funds:
The funds utilised for this legal matter do not entirely from my own resources. (Please explain below)
- Other Sources:
The other source of funds is :
Please tell us how you found out about Ola Leslie Solicitors:
Signature
Date
MM slash DD slash YYYY
How did you found out about the firm*
- Search Engine (e.g Google , Bing)
- Law Society website
- Personal / friend recommendation
- Professional Recommendation (eg broker or estate agent)
- Social Media
- Other
Please confirm details*
*
- I have read and agree to the Terms and Conditions

Save and Continue Later

Client Registration Form

First Client

Second Client (if applicable)

PART A - General

CLIENT 1

CLIENT 1

CLIENT 2

PART B - Executors

PART C – Guardians

PART D – Children's Details

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

PART F – House(s) And/Or Land

PART G – Residue Of Your EstateM

PART H – Funeral Arrangements

CLIENT 1

CLIENT 1

CLIENT 2

PART I - Asset Details

CLIENT 1

CLIENT 1

CLIENT 2

Liabilities

CLIENT 1

CLIENT 2

Client Information

Source of Funds