Trading Forms

Recurring Payment / Standing Order


RECURRING DURATION

START DATE:

END DATE:

Direct Debit


Credit Increase Request


Are fees up to date?

Is a Direct Debit in place?

Do we have signed application or DocuSign?


PLEASE NOTE: credit increases are only considered if the above questions in red are marked yes.


Reversals


Fees to be reversed

Notes left on seller account?

Notes left on buyer account?

Are both customers aware of reversal?

Have both customers been advised to this transaction?


Payment Plans


Do we have up to date DD instructions?


Taking off admin hold


Do we have applications of DocuSign uploaded?

Do we have a current DD applied to the account?

Has the installation pack been carried out and uploaded?

Do we have a directory description?


Account closure


Received email from client to agree closure

Fees up to date

Is the account balance zero

Has there been a closure visit?

Has there been a broker call?


Directory Descriptions


(Click here to find the appropriate category)



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