Client Experience Request

Please fill in the form below

Client resignation request

Your details

Your name ➤

Client details

Client's name ➤

TAP reference number ➤

Reason

What is your reason for requesting we resign from this client?

The client is being evasive or defensive when asked to provide information.

The client has not provided the required information to enable us to undertake the work (bank statements, invoices, payroll information etc.).

The client is taking up a disproportionate amount of your time and you have made every effort to help the client but it’s still an issue.

The client is disrespectful, aggressive or rude.

You do not believe they are suited for our service. (For example, they require a lot of business advice over a remote compliance service or they are not ‘tech savvy’ enough to work with our service).

Other

Please provide more details on this

Do you believe a Suspicious Activity Report (SAR) is required?

Yes

Once you have completed this client resignation form you will need to complete a Suspicious Activity Report

Please provide more details on this: