Client Instruction Form

Please complete the sections below and click Submit when finished. Visit a section by clicking on it's icon below, required fields are marked with an Asterisk. Completing all the required fields in a section will complete the section. You can answer "N/A" if you can't fill out a required field. Completing all the sections will allow you to submit the form. Once submitted you will be emailed a copy of your answers.


1. Client Details
2. Property Details
3. Accountant/Solicitor
4. Agreement


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1. Client Details

Contact Name:
Company Name:
Contact/Home Address:
Postcode:
Tel:
Fax:
Email:

2. Property Details

Address:
Address: (continued)
Postcode:
Ownership: (please tick)

Approximate date of purchase:
Approximate Purchase Price:
Description of what the property is used for now: e.g. Hotel, Office, Shop etc

3. Current Accountant Details   Conveyancing Solicitor Details (if known)

Company:
Contact Name:
Address:
Postcode:
Tel:
Fax:
Email:
Company:
Contact Name:
Address:
Postcode:
Tel:
Fax:
Email:

4. Agreement

I hereby agree to the terms and conditions set out in this instruction (available here) and agree that all information supplied to me is strictly confidential and is not to be divulged to any third party without the express permission of Catax Solutions Ltd. By signing this agreement I hereby authorise the solicitors and/or accountants stated above to provide any relevant information pertaining to the claim to be provided directly to Catax Solutions.



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Manchester Office
11a Goose Green Altrincham
Cheshire WA14 1DW
T: 0300 303 1903
F: 0300 303 1902

 

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St James
London SW1Y 5NQ
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F: 0203 355 9336

 

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One Victoria Square
Birmingham B1 1BD
T: 0121 314 9022
F: 0121 314 9023

 

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