What would you like to do?
Amendments
Change of Address
Change of Company Name
Company Acquisition
Reduce Subscription
Cancellations
Account Cancellation - Whole Expert Agent Service Contract
Account Cancellation - Partial Expert Agent Service Contract (Specific Branches)
Change of Address:
Please insert the new address in the "New Address & Postcode" field below.
New Address & Postcode
Effective Date of New Address
Old Address & Postcode
Change of Company Name only
Note
- If your company has changed to a new legal entity, please select
Company Acquisition
.
Important Documents for Completion:
Please download, complete, and upload the Direct Debit form and Accounts Information form.
Expert Agent Direct Debit Form
Acc
ounts Information Form
*Please ensure both forms are completed and uploaded with your request. Failure to do so may cause delay.
Company Acquisitions:
Important Documents for Completion:
Company Being Acquired:
Please download, complete, and upload the following form with your request.
Transfer of Licence & Data Form - Transferring Company
*If the Company acquiring is not an existing customer, please forward Receiving Company forms to them for completion and return.
Please provide us with proof the Company Acquisition has completed for us to change our records.
Receiving Company:
Please forward these forms to the Receiving Company for completion and return.
Transfer of Licence & Data Form - Receiving Company
Accounts Information Form - New Company
Acquisition Completion Date
Is a data migration required? (charges may apply)
Yes
No
Please state the name of the company you require data to be migrated from
Please state the name of the CRM you require data to be migrated from
Please upload your completed form(s) to submit with this request
Drag and drop or browse files to upload
Reduce Subscription
I would like to reduce my licences
I would like to remove additional products
Reduce Licences:
Reduction of User Licences Disclaimer
- "Please note, In accordance with your software terms & conditions, the number of User Subscriptions can not be reduced during the initial subscription term and or subject to notice".
Please state the number of Licences to be removed
Please state the User Name for each Licence to be removed
Which products would you like to remove?
Cancellations:
Cancellations/Part Cancellations Disclaimer
- "Cancellations will be subject to the Term & Termination clause in your software terms & conditions".
Please state the full Name & Address, for each branch to be cancelled
Effective Cancellation Date
Cancellation Reason
Would you like to know your contract terms?
Yes
No
Do you require a Data Extract?
Yes
No
A Data Extract can only be requested by a listed Director of your business.
Please complete the required information below.
Please state your Branch name
Please state who the data should be provided to
Main Contact Information
Contact Name
Company Name
Email Address
Branch Address
Branch Postcode
Account Ref (if known)
Comments
Submit Form
Submit Form