📋 All information you provide is securely stored and used only to set up your account and provide our services. See our GDPR Policy.
Please select your client type
Required
Required
Used for identity verification
Required for HMRC agent authorisation
Progress saved automatically
Contact Information
Step 2 of 6 — How we can reach you
Your login email for the client portal
Valid email required
Required
Required
Required
Required
Business Details
Step 3 of 6 — Your business or trading information
Tax Information
Step 4 of 6 — HMRC references and tax history
🔒 This information is used solely to set up your HMRC agent authorisation and provide your accountancy services.
Found on your HMRC correspondence or Gateway account
Optional — helps us set up agent access
Identity & Supporting Documents
Step 5 of 6 — Required for AML / KYC compliance
🔒
Secure & Legally Required
Documents are required under the Money Laundering Regulations 2017. All files are encrypted, stored securely, and only accessible to GW Pro Advisory Services Ltd staff.
1
Photo ID
2
Proof of Address
3
Bank Statements
4
Tax / Income
5
Other
Required
🪪 Photo ID
Not uploaded
Passport, driving licence or national identity card — must be valid and in date.
📷
Take Photo / Upload
JPG, PNG or PDF · Max 10MB
Accepted documents:
🇬🇧 UK Passport
🪪 UK Driving Licence (photo card)
🆔 EU / International Passport
📋 National Identity Card
Must show your full name, date of birth, and photo clearly.
Required
🏠 Proof of Address
Not uploaded
Must be dated within the last 3 months and show your full name and current address.
📂
Upload Document
JPG, PNG or PDF · Max 10MB
Accepted documents:
💡 Utility bill (gas, electric, water)
🏦 Bank or building society statement
📬 Council tax bill (current year)
📋 HMRC correspondence
Must be within the last 3 months. Mobile phone bills are not accepted.
Recommended
🏦 Bank Statements
Not uploaded
Last 3 months' bank statements. Required for source of funds verification for AML compliance.
🏦
Upload Statements
PDF preferred · Multiple files accepted
What to include:
📅 Last 3 months (all pages)
📛 Your name and account number visible
🏛️ Bank name and sort code visible
Business and personal statements both welcomed if applicable.
Recommended
📊 Tax & Income Documents
Not uploaded
Helps us understand your tax position and prepare your return accurately from day one.
📊
Upload Documents
PDF, JPG, PNG or Excel · Multiple files
Examples:
📋 Previous SA100 tax return
💼 P60 or P45 (employment)
📈 Business accounts / P&L
🏠 Rental income records
📑 HMRC tax calculation (SA302)
These help us start immediately — you can also send later by email.
Optional
📎 Other Documents
Not uploaded
Anything else that may be relevant — business agreements, invoices, insurance documents, company certificates, etc.
📎
Drag & drop or click to upload
PDF, JPG, PNG, Word, Excel · Multiple files · Max 10MB each
Step 6 of 6 — Please read and confirm before submitting
What happens next:
1. You'll receive a confirmation email within a few minutes
2. We'll review your registration and contact you within 1 business day
3. We'll send your engagement letter for electronic signature
4. Your account will be activated once all AML checks are complete
✅
Registration Submitted
Thank you for registering with GW Pro Advisory Services Ltd. We've received your information and will be in touch within 1 business day.
✅ Confirmation email sent to your email address
📋 Your registration is under review
📄 Engagement letter will be sent for your signature
🔒 AML verification will be completed within 1 business day