Welcome to Proud Bookkeeping

We're thrilled that your charity has decided to work with us for your Bookkeeping. As with any partnership there are a few housekeeping things that we have to do in order to start working on your books.

Please could you complete the form below.

Before you start you will need 2 forms of identification for Anti Money Laundering purposes. Please provide us with a copy of one of the documents from List A and a copy of one of the documents in List B.

List A - Photographic ID

a valid full passport; or
a valid H M Forces identity card with the signatory's photograph; or
a valid UK photo-card driving licence

List B - Proof of Address

a utility bill less than three months old; or
a council tax bill less than three months old; or
a bank or building society statement less than three months old
a valid UK photo-card driving licence

These documents will be stored on a secure server and destroyed when no longer required. We will never share your information with anyone without your precise written permission.

Charity - Trustee Information

Charity Name

What is your position or title in the Charity?

PERSONAL INFORMATION

First name

Last name

Residential address (current)

Previous residential address (if less than 3 years at current)

Date of Birth

Personal mobile number

Personal email address

Photographic ID

Up to 1 image, document or design files (5MB limit per file)

Proof of Residential Address (within the last 3 months)

Up to 1 image, document or design files (5MB limit per file)

Address

For links to all our policies please click here.