Information about JMW's Onboarding Process

Information We Require

To begin the onboarding process, we will request some key details, including:

• Full name
• Date of birth
• Address
• Title

Identity and Source of Funds Checks

Once these details have been provided, our Client Services Team may carry out certain checks depending on the nature of the work you are instructing us to undertake, and you may be asked to provide supporting documents where necessary.

To learn more about how to complete these checks successfully, read our Know Your Customer (KYC) guide.

For more information about why JMW must complete identity and source of funds checks, please see the Solicitors Regulation Authority’s guidance for consumers.