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New Agency Onboarding
New Agency Onboarding

Its great to have you onboard! πŸŽ‰ So we can get you set up on the Raise platform, we will need a few things.

Sam Leaney avatar
Written by Sam Leaney
Updated over a month ago

Once you have made the decision to work with Raise, you should recieve a few things by email.

  1. Our Terms of Business. These will require your review and signature.

  2. Registration form. This will require completion, and we will ask for a few things from you, so please make sure you have the following to hand:

Company Information

  • Name of company

  • Company number

  • Registered company address

  • Website address

  • VAT number (if you have one)

Director Information

  • Director(s) full name(s)

  • Director(s) phone number(s)

  • Director(s) email address(es)

  • Nationality

  • Date of birth

  • Director ID and POA(Proof of personal Address)

Additional Documents

  • Company Logo

  • Company bank account statement

  • Professional indemnity insurance certificate

  • A screenshot of PAYE

If you are missing any of the above, let us know via email, and we can collect this at a later date.

Once we have received your submitted registration form, we can begin the process of onboarding you onto the Raise platform.

When the onboarding has been completed, you will receive and email with your login information.

Congratulations, you're good to go....

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