Get Trading Partner Application Form - Intasure.com

Filling out the trading partner application form is a crucial step in establishing a business relationship with Arthur J. Gallagher. This guide provides clear and detailed instructions to assist users in completing the form accurately and efficiently.

Follow the steps to successfully complete the application form.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen editor.
2. Section 1: Correspondence details. Provide your firm or individual name, trading name (if applicable), business address, country of domicile, contact name for compliance, and contact information including telephone number, fax number, email address, and web address.
3. Section 2: Structure & regulatory status. List principal business activities, legal status, country of registration, registration number, date established, parent company information, and any branch office addresses.
4. Section 3: Controllers & senior management. Detail the names, positions, and time connected with the firm for directors, principals, partners, and controllers. Answer questions regarding any legal issues or financial sanctions related to your firm or its personnel.
5. Section 4: Governance. Confirm whether appropriate procedures to counter bribery and corruption exist, and disclose any ownership interest or management roles held by government officials.
6. Section 5: Insurance details. Indicate if you have professional indemnity, directors’ & officers’ insurance, and fidelity insurance, providing necessary details for each policy.
7. Section 6: Bank details. Fill in business account details including bank name, address, account name, and number, as well as any client money accounts. Confirm whether systems regarding client money handling have been audited.
8. Section 7: Additional information. Use this section to elaborate on any answers requiring more details as needed.
9. Section 8: Documents. Gather and attach required documents such as identity verification and evidence of regulatory authority registration in PDF format.
10. Section 9: Declaration. Complete this final section by affirming the accuracy and completeness of the information provided and signing the form.
11. After filling out all sections, you can save changes, download, print, or share the form as necessary.

Complete your trading partner application form online today to move forward in your business relationship.