New Client Request Request to setup a new Client Question Title * 1. Your Name: Question Title * 2. Client Code Question Title * 3. Client Company/Last Name Question Title * 4. Trading Name Question Title * 5. ABN/ACN Question Title * 6. Industry Sector FIN Finance GOV Government INS Insurance MED Medical REC Recruitment RET Retail None of the above Question Title * 7. Address Information Street Address Suburb State Postcode Question Title * 8. Contact Information (include those that apply) Business Number Home Mobile Fax Question Title * 9. Email Contact (client emails will be sent to this address from Collexus) Question Title * 10. Client Bank Details - (Requires Bank Slip provided to Finance) Bank Name Bank Account Name BSB Code Account Number Question Title * 11. Client Default Trust Account AGT ARMA Trust Account NGT NZ Recoveries FGT Force Legal Question Title * 12. Does your client require more than one portfolio? Yes No Question Title * 13. If yes, please list all portfolios and their commission rates (please enter these values next to each other) e.g. TEST 15% Question Title * 14. Cost Charging Option Charge client same costs as debtor Charge client nominated transaction types and defer all other costs Defer all debtor costs but bill client only charges immediately Defer all debtor costs and never bill client only charges As per charge set Not sure Question Title * 15. Deferred Costs Charging Charge deferred costs as costs are paid by the debtor Charge deferred costs when first payment is received Never charge the client deferred costs Not sure Question Title * 16. Payment Allocation CDI Costs, Debt Interest DCI Debt, Costs, Interest DIC Debt, Interest Costs LDC Letter Fee, Debt, Costs Not sure Question Title * 17. Contra Arrangement No contra arrangement Contra all charges Contra only commission charges Contra only commission on trust payments Not sure Question Title * 18. Statement Type(s) One statement Separate charges statement and Payments Statement Separate Direct Payments Statement and Trust Payment Statement Not sure Question Title * 19. Are we charging commission on ORIGINAL DEBT only or OTHER TRANSACTION TYPES? Please specify. Question Title * 20. Company Code ARMA ARMAFIN FORCE NZR CS Question Title * 21. Office Code ARMAFIN FORCE HO (ARMA) NZ CS (Credit Solutions) Question Title * 22. Team Code Commercial Consumer Hollard Insurance Insurance Team Parking Team TAFE NSW WA Team (CSWACON) VIC Team (VICCOMM) QLD Team (CSQLDCON) Other (please specify) Question Title * 23. Default Operator Code or File Allocation Scheme (this is the operator you would like all files to be loaded in) Question Title * 24. Are we adding commission or collection fees onto the debt? If so, please clearly specify. Question Title * 25. Statement Run Type (remittance) Weekly Monthly Daily Question Title * 26. Separate or Consolidate (invoices) Separate Invoice/Statement for Portfolios Consolidate Invoice/Statement to Client Level Question Title * 27. What email address/es would you like us to send: Invoices, Payments Report and Charges Report to? Question Title * 28. Are we remitting at a Portfolio or Client Level? Portfolio Client Question Title * 29. If Portfolio Level, please provide bank details for each portfolio: Question Title * 30. Are we adding an addition information field on letters? (e.g. facility name) Yes No Question Title * 31. Do you want this client to be managed with CCR? (DIGITAL workflow including SMS', campaigns etc.) Yes No Question Title * 32. Are there any portfolio limitations/any portfolios that need to be excluded from the DIGITAL workflow? Yes No If Yes, please specify in detail: Question Title * 33. Additional Information: (include sales rep code) Question Title * 34. Date Required: Date Date Done
