Umbrella On-boarding

1
Which plan are you currently most interested in?An advisor will be in touch before confirming which plan you would like to start with.
Prestige Umbrella - High return option
Prestige Umbrella - High return option
Tek Umbrella - High return option
IFL management - Self Employed
TJL Contractors - PAYE
2
Personal DetailsYou can skip any questions for now
Please Select
Please Select
Male
Female
Prefer not to say
Sex
Date of Birth
Please Select
Please Select
Single
Married / Civil Partnership
Marital Status
Please Select
Please Select
Yes
No
Not sure
UK Resident
3
What's your national insurance number?We require your national insurance number to apply for tax relief to ensure that you don't over-pay on taxes.
4
Address
Street Address
Street Address Line 2
City
County
Postcode
United Kingdom
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
5
Contract Details
Name of Agency (or else end client)
Job Title
Agency Contact Name
Agency Email
6
Contract start dateAn approximate is fine. You can skip this step if you are not sure.
Date
Day
Month
Year
7
Contract end dateYou can skip this step if you are not sure.
Date
Day
Month
Year
8
Do you have a Student Loan which is not fully repaid?* This field is required.
YESNO
9
Are you repaying your Student Loan direct to the Student Loans Company by agreed monthly payments?* This field is required.
YESNO
10
What type of student loan do you have?* This field is required.You will have a Plan 1 Student Loan if: • You lived in Scotland or Northern Ireland when you started your course, or • You lived in England or Wales and started your course before September 2012 You will have a Plan 2 Student Loan if you lived in England or Wales and started your course on or after 1 September 2012.
Plan 1
Plan 2
11
Did you finish your studies before the last 6 April?* This field is required.
YESNO
12
Do you wish to enrol in to a Workplace Pension Scheme?* This field is required.To conform to 2012 auto-enrollment regulations, umbrella companies have to include all of their employees into a pension scheme. You and your umbrella provider make a contribution with each payroll run based on a percentage of your salary. You may choose to opt out of the arrangement if you would prefer to make your own arrangements for retirement.
Yes
No
Decide Later
13
Identity Verification (you can skip this for now)Please upload a copy of valid identification in PNG, JPEG or PDF format. The image must be high quality, unobstructed and uncropped. Acceptable documents include - Current valid passport or valid UK/EU driving license.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
14
Banking (optional)This can be setup later however we recommend you do this as early as possible to be ready for the first payroll run.
Bank Name
Sort Code
Account Number
15
Terms and Conditions* This field is required.
16
Kayleigh
example@example.com
17
Kayleigh
example@example.com
18
User ID
Should be Empty: