Platinum Prospects Onboarding Form

Business Information

Clients Full Name *

Business Name *

Trading Name *

FCA Number *

Website URL *

Business Phone *

Registered Address *

Campaign Type

Primary Service (Campaign 1) *

Campaign Type - Mortgages (Residential) (Campaign 1)

Campaign Type - Property and Specialist Finance (Campaign 1)

Campaign Type - Commercial Finance (Campaign 1)

Campaign Type - Protection and Insurance (Campaign 1)

Campaign Type - Retirement & Pensions (Campaign 1)

Campaign Type - Investments and Wealth (Campaign 1)

Campaign Type - Estate Planning and IHT (Campaign 1)

Campaign Type - International Financial Advice (Campaign 1)

Campaign Type - Later Life Lending (Campaign 1)

Campaign Type - Corporate Financial Advice (Campaign 1)

Campaign Type - Private Banking (Campaign 1)

Campaign Type - Financial Planning (Holistic) (Campaign 1)

Campaign Type - Other (Campaign 1)

Add a 2nd Campaign? *

Primary Service (Campaign 2)

Campaign Type - Mortgages (Residential) (Campaign 2)

Campaign Type - Property and Specialist Finance (Campaign 2)

Campaign Type - Commercial Finance (Campaign 2)

Campaign Type - Protection and Insurance (Campaign 2)

Campaign Type - Retirement & Pensions (Campaign 2)

Campaign Type - Investments and Wealth (Campaign 2)

Campaign Type - Estate Planning and IHT (Campaign 2)

Campaign Type - International Financial Advice (Campaign 2)

Campaign Type - Later Life Lending (Campaign 2)

Campaign Type - Corporate Financial Advice (Campaign 2)

Campaign Type - Private Banking (Campaign 2)

Campaign Type - Financial Planning (Holistic) (Campaign 2)

Campaign Type - Other (Campaign 2)

Add a 3rd Campaign?

Primary Service (Campaign 3)

Campaign Type - Mortgages (Residential) (Campaign 3)

Campaign Type - Property and Specialist Finance (Campaign 3)

Campaign Type - Commercial Finance (Campaign 3)

Campaign Type - Protection and Insurance (Campaign 3)

Campaign Type - Retirement & Pensions (Campaign 3)

Campaign Type - Investments and Wealth (Campaign 3)

Campaign Type - Estate Planning and IHT (Campaign 3)

Campaign Type - International Financial Advice (Campaign 3)

Campaign Type - Later Life Lending (Campaign 3)

Campaign Type - Corporate Financial Advice (Campaign 3)

Campaign Type - Private Banking (Campaign 3)

Campaign Type - Financial Planning (Holistic) (Campaign 3)

Campaign Type - Other (Campaign 3)

Add a 4th Campaign?

Primary Service (Campaign 4)

Campaign Type - Mortgages (Residential) (Campaign 4)

Campaign Type - Property and Specialist Finance (Campaign 4)

Campaign Type - Commercial Finance (Campaign 4)

Campaign Type - Protection and Insurance (Campaign 4)

Campaign Type - Retirement & Pensions (Campaign 4)

Campaign Type - Investments and Wealth (Campaign 4)

Campaign Type - Estate Planning and IHT (Campaign 4)

Campaign Type - International Financial Advice (Campaign 4)

Campaign Type - Later Life Lending (Campaign 4)

Campaign Type - Corporate Financial Advice (Campaign 4)

Campaign Type - Private Banking (Campaign 4)

Campaign Type - Financial Planning (Holistic) (Campaign 4)

Campaign Type - Other (Campaign 4)

Campaign Targeting

Target Location *

Target Audience

Minimum Case Size

Key Selling Point / Hook

Typical Client Scenario

Branding & Assets

Logo Upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Brand Colours (if known)

Website to Follow for Style

Existing Ads / Inspiration (optional)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Anything Else You Want To Tell Us About Your Brand?

Accounts and Setup

It is worth noting that you should not worry if you do not have any of the below accounts set up yet. This is simply to find out what you do and do not yet have in place.

Do you have a Business Facebook Page? *

Do you have a Business Instagram Page? *

Do you have a Business LinkedIn page? *

Do you have a Google Ads Account? *

Is Meta Business Account set up (Ad Account)? *

Additional Information

Anything else we should know before getting started?

I confirm that the information provided is accurate to the best of my knowledge. I understand that all marketing materials and campaigns are subject to my approval and, where applicable, regulatory compliance. Platinum Prospects provides marketing services only and does not offer financial advice. No guarantees are made regarding campaign performance or results.

I accept responsibility for ensuring all final content complies with applicable regulations.

Discover the Difference

The Old Way vs. The [Your Solution/Service] Way

Traditional methods of [describe the process or field, e.g., lead generation, customer onboarding] can often be time-consuming, inefficient, and costly. With [Your Solution/Service], we’ve transformed the process to be streamlined, effective, and designed for results.

Manually sorting and responding to emails

AI automatically categorizes and responds to routine emails

Constantly scheduling meetings manually

AI handles scheduling and rescheduling, saving you hours

Spending time organizing data and files

AI organizes your data and retrieves it in seconds

Tracking projects manually with spreadsheets

AI tracks project progress and sends automatic updates

Writing repetitive reports by hand

AI generates reports based on real-time data

All campaigns are designed in alignment with FCA marketing standards.

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