File Review Request Form

Please confirm the name of the client who the file review is for.

Please add your company ID. If you do not know it, email us at filereviews@b-compliant.co.uk. Do not submit the form without your company ID, as it will not appear in our system.

Please confirm your first name as the person submitting this file review.

Please confirm your surname as the person submitting this file review.

Please provide your email address so that we can email confirmation that we have received your case for review, and update you once it has been completed.

Please confirm the adviser's name.

Please select the area of the advice. If multiple apply, please add additional fields in the notes section at the bottom of this form.

Please select the type of advice. If multiple apply, please add additional fields in the notes section at the bottom of this form.

Is this advice replacement business?

Please confirm if this a pre or post advice check.

Please confirm if the file has been uploaded to Teams and is ready for review. The SLA for incomplete files will commence once all documents have been received.

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Please use this box if there is anything else we need to know before we review this file.