Get Financial Services Board Accreditation Form

This guide provides a detailed overview of how to complete the Financial Services Board Accreditation Form online. By following these steps, users can efficiently submit their information for registration in the Financial Services Board supplier database.

Follow the steps to successfully fill out the form.

1. Click ‘Get Form’ button to access the Financial Services Board Accreditation Form and open it in your preferred document editor.
2. Begin with the business information section. Enter the title and surname of the sole proprietor, if applicable, followed by the registered name of the company and any 'Trading as' names. Ensure all names are accurately spelled.
3. Provide the physical and postal addresses of the business, including building name, street name, city, and postal codes for accurate correspondence.
4. Fill in the business contacts, including a contact name, position, telephone number, and email address. Double-check the accuracy of the contact methods provided.
5. State the business registration number. If it is a sole proprietorship, include the ID number and a copy of the ID documents.
6. Complete the tax details by entering the tax number and VAT registration number if applicable.
7. Attach a bank verification letter or original cancelled cheque. Enter bank account numbers, type, branch location, branch code, account holder name, and bank name.
8. Describe the core business activities the company engages in, providing a clear overview of products and services.
9. Indicate the type of company or firm by ticking the appropriate classification.
10. List current partners, proprietors, and shareholders, providing details such as surname, identity number, citizenship, and ownership percentages.
11. Provide information on individuals responsible for financial and management decisions within the firm.
12. Fill in the demographics of the workforce, including breakdowns by race and gender.
13. Provide financial information, including gross turnover and percentages of local workforce and materials.
14. Answer questions regarding social responsibility and development practices, ensuring transparency and accuracy.
15. List trade associations and professional bodies of which the business is a member.
16. Indicate how long the firm has been in business and ensure to attach required documentation such as audited financial statements and identity documents.
17. Once all sections are filled out accurately, save changes to the form. Download, print, or share the completed form as needed.

Complete your Financial Services Board Accreditation Form online today!