BOOK A FREE CONSULTATION

1

Personal
Information

2

Emergency
Contact

3

Role
Information

4

Tax, NI &
Student Loans

5

Verify
Identity

6

Agreements

1

Personal Information

As your employer, we need to know who you are:

FIND ADDRESS

UK EEA OTHER If ‘OTHER’ you will need to provide valid
proof of entitlement to work in the UK.

STEP 2: EMERGENCY CONTACT

2

Emergency Contact Information

As your employer, we need to know who we can contact in the event of an emergency

FIND ADDRESS

STEP 3: ROLE INFORMATION

3

Role Information

In order to send out invoices for your work, we need to know who we're sending the invoice to, the role your performing and when you'll be working.

STEP 4: TAX, NI & STUDENT LOANS

4

Income Tax, National Insurance and Student Loan details

As your employer we will process your payments through PAYE, and pay the right amount of tax to HMRC on your behalf.
We'll also pay you direct into your bank account.

You don't need to provide these details now but we will need them before we can pay you.

Employee Statement

*You need only select one of the following statements A, B or C

  • A

    This is my first job since last 6 April and I have not been receiving taxable Jobseeker’s Allowance, Employment and Support Allowance, taxable Incapacity Benefit, State or Occupational Pension.

  • B

    This is now my only job but since last 6 April I have had another job, or received taxable Jobseeker’s Allowance, Employment and Support Allowance, taxable Incapacity Benefit. I did not receive State or Occupational Pension.

  • C

    As well as my new job, I have another job or receive State or Occupational Pension.

Student Loan

9

Do you have a Student Loan which is not fully repaid?

YES

If yes, go to question 10

NO

If no, go to question 12

10

Are you repaying your Student Loan direct to the Student Loans Company by agreed monthly payments?

YES

If yes, go to question 12

NO

If no, go to question 11

Student Loan Plus

You will have a Plan 1 Student Loan if:

  • You lived in Scotland or Northern Ireland when you started your course, or
  • You lived in England or Wales and started your course before September 2012

You will have a Plan 2 Student Loan if you lived in England or Wales and started your course on or after 1 September 2012.

11

What type of Student Loan do you have?

Plan 1

Plan 2

12

Did you finish your studies before the last 6 April?

YES

NO

STEP 5: VERIFY IDENTITY

5

Identity documents and proof of your residential address

In order to proceed with our services, you need to provide us with proof of your identification (ID) and address. If you have recently changed your name due to marriage, we will require a copy of your marriage certificate.

In addition, if you are not a citizen of the UK, Switzerland, or an EEA country, you will also need to provide evidence of your entitlement to work in the UK.

If we require your documents to be certified, we will let you know. If you are unable to do this right now, we your relationship manager will request these before we can make payment to you.

Accepted forms of ID

Below are the forms of identification we can accept.

The document must be valid and in date; the photograph image and all wording must be clear on the copy you provide us.

Passport

We need to be able to see your photograph, personal details and signature page. We also require copies of any visa pages.

Driving Licence

We are only able to accept such documents if they are issued in the UK, Isle of Man, or Channel Islands. For driving licences issued in Northern Ireland we also require a copy of the paper counterpart. If you provide us with a Driving Licence as your identification document, we will also require evidence of your right to work in the UK.

National Identity Card

We can only accept copies of national identity cards that contain your photo. We require all parts of the identity card to be copied. If your identity card does not have machine readable data, you will need to have your document certified.

Acceptable proof of your residential address

Except for a driving licence, a proof of address document must be dated in the last six months and have been received by you in the post.

If you send us an original document, we will take a copy and return the original to you.

Bank or building society statement

This includes mortgage or home loan statements. We cannot accept business account statements or other correspondence issued. We do not accept online statements, branch printouts or account transaction lists.

Credit card statement

This must be the usual monthly statement/bill. We do not accept online statements or bills which are in default/have an overdue amount.

Utility bill (gas, electricity, water or landline telephone bills)

This must relate to the property to which the bill has been addressed. If you provide us with a landline telephone bill, we will require evidence on the bill that this is the service being provided to the property. We do not accept mobile phone bills, online bills, overdue bills or reminders.

Council tax bill

This must relate to the property to which the bill has been addressed. We do not accept overdue bills or arrears notices.

UK Government Letter

This must relate to you as an individual. We do not accept NHS letters, polling cards, reminders, or arrears notices.

Driving Licence (see section under Accepted forms of ID)

We can only accept a driving licence as proof of your address, if it has not been used as your form of ID.

STEP 6: AGREEMENTS

6

Agreements

You're almost done, now it's time to dot the i's and cross the t's.

Employment Agreement

This agreement is for use only with employees that are carrying on a profession and that wish to find clients or customers to enable them to carry on that profession.

THIS AGREEMENT IS MADE BETWEEN

Parties:

Registered Office
(referred to as “us”, “we” and “our”)

-and-

The Consultant:

Address:
(referred to as “you” and “your”)

Dated: 24 March, 2023

The following information has been provided to evidence the carrying on by you of a profession

Profession:

Experience in carrying on the profession: insert all information below and provide copy supporting documentation (compulsory where *)

Number of Years

Qualifications*

Certification*

Other Information

Statement

Your agreement to the terms in this document is your agreement that the above facts are correct both as to your purpose and the information you have provided. We, a Client and a Hirer shall rely on these facts and shall only agree terms under which the Hirer is a client or customer of yours exercising your profession. You accept that your entitlement to a Professional Bonus, as set out in this agreement, is in consideration of your agreement that you are carrying on a profession and that the Hirer will be your client or customer.

*I confirm the above information is correct and I agree the statement above

Whereas

  • We are, amongst other things, in the business of entering into contracts to perform services and/or supply the services of professional workers to clients.
  • We wish to employ you and you wish to be employed by us on the terms set out herein.
  • This agreement comprised in this and the following pages sets out the basis of your employment with us, explains the terms upon which we are prepared to enter into Contracts, how you will be paid by us, our respective obligations and records the entire contractual obligation between you and us.

In consideration of the mutual benefits it is hereby agreed that we will employ you on the terms set out in the Terms and Conditions on the following pages, which, by signing this document, you accept and which you confirm you have read and fully understood.

IMPORTANT NOTE:
PLEASE READ THIS DOCUMENT CAREFULLY. IT SETS OUT THE ARRANGEMENTS UPON WHICH YOU AGREE TO WORK FOR US. IF YOU SIGN THE AGREEMENT YOU WILL HAVE ACCEPTED THE AGREEMENT AND WILL BE BOUND BY IT. IT IS IMPORTANT THAT YOU UNDERSTAND THIS AGREEMENT BEFORE ACCEPTING IT.THE DOCUMENT INCLUDES YOUR AGREEMENT TO OPT OUT OF THE CONDUCT OF EMPLOYMENT AGENCIES AND EMPLOYMENT BUSINESSES REGULATIONS 2003 – see clause 15.

TERMS AND CONDITIONS

Data Protection and the Regulation EU 2016/679 (GDPR)

The Data Protection Act 2018 and the Regulation EU 2016/679 (General Data Protection Regulation) set out a number of requirements in relation to the processing of personal data.

We take your privacy and the privacy of the information we process seriously confirm that we will comply with the provisions of the Data Protection Act 2018 and Regulation EU 2016/79 when processing personal data about you. We will only use your personal information, and the personal information you give us access to under this contract, to provide the services you have requested from us in accordance with ’s Privacy Policy.

Declaration (Please read carefully, before agreeing to the relevant options below)

  • *By ticking this box, I confirm the above information is complete and correct.

  • *By ticking this box, I confirm that I have read the Data Protection Notice above and consent to using my personal information, including sensitive personal data, whether obtained from me or another source for appropriate purposes in accordance with the UK Data Protection Act 2018.

  • *I confirm there are no outstanding criminal convictions that are not considered spent in accordance with the Rehabilitation of Offenders Act 1974 except (i) an offence committed in the United Kingdom which is a fixed penalty offence for the purpose of the Road Traffic Offenders Act 1988 or any statutory modification or replacement thereof for the time being in force (ii) an offence committed in the United Kingdom or abroad which is dealt with by a procedure substantially similar to that applicable to such a fixed penalty offence; and (iii) an offence whose main ingredient is the unlawful parking of a motor vehicle.

  • We would like to send you promotional information from time to time that we think will be relevant to your situation. Please confirm you are happy for us to do this by ticking the box. If you do not tick the box we will refrain from sending you promotional information.

REVIEW AND SIGN

X

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