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BUSINESS ACCOUNT APPLICATION FORM AND MANDATE For action by Financial Adviser/Accountant only Please ensure you visit www.caterallen.co.uk to download the FCS Information Sheet and Exclusions List

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How to fill out fscs information sheet and

01

To fill out the FSCS information sheet, follow these steps:

02

Start by providing your personal details, such as your full name, address, and contact information.

03

Indicate the reason for filling out the form, whether it's for a compensation claim or any other purpose.

04

Provide details about the financial institution or company you are making a claim against, including their name, address, and contact information.

05

Include any relevant account or policy numbers associated with your claim.

06

Fill out the sections related to the nature of your claim, including the type of investment or product involved.

07

Provide a detailed explanation of your claim, including the reasons why you believe you are entitled to compensation.

08

Attach any supporting documents that can strengthen your claim, such as receipts, statements, or correspondence.

09

Review the completed information sheet to ensure all the details are accurate and complete.

10

Sign and date the form.

11

Submit the filled-out information sheet as per the instructions provided by the FSCS.

Who needs fscs information sheet and?

01

Anyone who has suffered financial loss due to the insolvency or misconduct of a financial institution or company may need to fill out the FSCS information sheet. This includes individuals who have invested money, purchased financial products, or held accounts with a company that has gone bankrupt or acted unlawfully. It is also relevant for those seeking compensation from the Financial Services Compensation Scheme (FSCS) for eligible claim types.

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What is fscs information sheet?

The FSCS information sheet is a document outlining important details about the Financial Services Compensation Scheme.

Who is required to file fscs information sheet?

Financial institutions and companies regulated by the FSCS are required to file the information sheet.

How to fill out fscs information sheet?

The FSCS information sheet can be filled out online through the FSCS website or submitted via mail.

What is the purpose of fscs information sheet?

The purpose of the FSCS information sheet is to provide transparency and accountability in the financial industry.

What information must be reported on fscs information sheet?

The FSCS information sheet must include details such as company information, financial data, and compliance status.

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