Business Client Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Business Client Intake Form

"I need a Business Client Intake Form for my consulting firm that focuses on data security compliance and includes enhanced due diligence sections for financial sector clients, as we're expanding our services to fintech companies in March 2025."

What is a Business Client Intake Form?

The Business Client Intake Form is a crucial document used at the commencement of a business relationship to capture vital information about new clients. It serves multiple purposes, including regulatory compliance, risk assessment, and service scoping. Under English and Welsh law, this document helps organizations meet their legal obligations regarding know-your-client (KYC) requirements, data protection, and anti-money laundering regulations. The form typically includes sections for business details, ownership structure, service requirements, and financial information, forming the foundation for the business relationship.

What sections should be included in a Business Client Intake Form?

1. Business Information: Legal business name, trading names, registration numbers, VAT status

2. Contact Details: Primary contact information, registered address, correspondence address

3. Business Structure: Legal structure, ownership details, authorized representatives

4. Service Requirements: Specific services requested, scope of work, objectives

5. Financial Information: Banking details, payment terms, credit references

What sections are optional to include in a Business Client Intake Form?

1. Additional Stakeholders: Information about other key personnel, when multiple points of contact needed

2. Industry-Specific Requirements: Additional information based on specific industry regulations

3. Marketing Preferences: Communication preferences for marketing purposes, if relevant

4. International Operations: Details about international business activities, if applicable

What schedules should be included in a Business Client Intake Form?

1. KYC Documentation: Copies of identification documents, proof of address, company registration

2. Service Schedule: Detailed breakdown of services requested and associated costs

3. Terms and Conditions: Standard terms of business relationship

4. Privacy Notice: Details of how client data will be processed and stored

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Professional Services
Technology
Financial Services
Creative Industries
Business Services

Relevant Teams

Sales
Compliance
Operations
Legal
Client Services

Relevant Roles

Account Manager
Compliance Officer
Business Development Manager
Operations Director
Client Services Director

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Let's create your Business Client Intake Form

What is a Business Client Intake Form?

What sections should be included in a Business Client Intake Form?

What sections are optional to include in a Business Client Intake Form?

What schedules should be included in a Business Client Intake Form?

Authors

Alex Denne

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