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Business Assurance - Case Check Request Form
Investment
Investment
FPA Number
FPA number is required, eg FPA123456 – If you are unsure of your complete FPA number, this can be found within your Worksmart contact details section
Adviser Name
XPLAN Case ID (if available)
Please enter the e-mail address where you would like your confirmation e-mail to be sent
Adviser e-mail
Paraplanner name
Paraplanner e-mail address
Additional e-mail
Client Name
Client Postcode
Are you currently a Pre-CAS Adviser? Please tick this box if yes.
Product Type
-- Select Product --
AIM ISA
Discounted Gift Trust
Enterprise Investment Scheme
General Investment Account
ISA
Inheritance Tax Service / BPR
Investment Bond
Investment Trust
Loan Trust
Structured Product
Venture Capital Trust
xxx - Other - Please add to additional information section
Advice Process
-- Select Advice Type --
Encashments and Withdrawals
Fund Switch (Investment)
Investment Replacement
Investment Top Up
New Investment
Please enter any further relevant information e.g. additional persons to copy response to
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