Referral formOur referral service was made for advisers who simply do not have the time or knowledge to offer Wills and LPA's to their clients. We will keep you updated every step of the way and send you your commission within 2 weeks of us receiving the client payment.Please enable JavaScript in your browser to complete this form.Adviser Name *Client Name 1 *Client 1 DOBClient Name 2Client 2 DOBClient Address *Clients' phone number *Clients' email addressClients preferred way of being contacted initially *Telephone callTextEmailBest time and day to contact your client *Have you met with your client in the last 12 months? *YesNo**We are unable to offer services over the telephone to clients who you have not met within the last 12 months as we have no way of knowing whether they have mental capacity.Is there any reason to doubt that your client has mental capacity? *Yes*No*We are unable to offer services to clients who do not have the required mental capacity. Which products does Client 1 require? *WillProperty and Finance LPAHealth and Welfare LPAWhich products does Client 2 require? WillProperty and Finance LPAHealth and Welfare LPAAdditional informationEmailSubmit
