Registration Form Introducing Agency Referral

Financial Services Request

Introducer Referral Form
Please enter introducer / business name or agent code:*
Client Details
Full name*
Phone:*
Email:*
Best time to call
Location*
Which planning services are needed?

Please tick whichever are required
pension switch / transfertax planningfinancial adviceretirement planninginvestment adviceOther
Client Confirmation

Authority & Consent
I confirm that I have given my consent for my contact details to be shared and to be contacted in relation to the services indicated above.

I have been provided with the OLS (Legal Financial & Tax) Terms of Business and understand that there will form the basis of the contract of service, should I decide take out OLS services.

Signed: Print Name:
OLS Legal Financial Tax is a trading name of Overseas Lifestyle Service SL CIF: B93599264, an Authorised Representative of ABANA Lda which is regulated by the Portuguese Insurance and Pension Funds Supervisory Authority (Autoridade de Supervisão de Seguros e Fundos de Pensões) Licence No. 412378472 and with the Financial Conduct Authority (UK) under reference No. 597069
Should be Empty:

Client Details