Completing Your Firm's Details
Overview
The Firm Details section captures the core information relating to your organisation.
This information forms part of your lender panel application and should be completed accurately before submission.
Firm Information
Complete:
- Firm Name (pre-populated)
- Contact Number
- Trading Address
- Name
- Job Title
- Email Address
Use the postcode or address lookup to locate your head office.
Authorised Signatory
Provide details for the individual authorised to enter agreements on behalf of your organisation.
Complete:
- Name
- Job Title
- Email Address
Billing Information
Complete:
- Invoice Recipient
- VAT Registration
- Billing Contact
- Telephone Number
- Email Address
Mandatory Fields
Fields marked with a red asterisk (*) must be completed before you can continue.
Saving Your Information
Once all required information has been entered:
- Review the details.
- Select Save & Next.
Best Practice
Check all information carefully before proceeding, particularly the authorised signatory and billing details, as these are used throughout the onboarding process.
Related Articles
- Completing Optional Panel Onboarding Sections
- Managing your Firm's Offices
- Reviewing and Submitting Your Panel Application