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Service Agreements & SLAs

Business Services Information Form Templates

Under the Provision of Services Regulations 2009, businesses providing services to customers must provide certain specified information about their business and services. Many service providers give some of this information as a matter of course, but the templates in this collection provide a simple, structured way to ensure the required disclosures are not missed.

When Should You Use These Templates?

Use these templates if you provide services (especially to consumers or small business clients) and want a clear way to organise the disclosures required under the Regulations, including:

  • the information that must be provided automatically (before the customer enters into the contract);
  • the additional information that must be provided on request, and which customers must be made aware of before contracting;
  • a set of documents that can be issued as attachments alongside your terms and conditions or your service agreement, so the compliance information is presented consistently.

What Templates Are Included?

Business Information Form (Sole Trader or Partnership)

A quick, practical form for service providers trading as a sole trader or partnership, designed to capture the key “automatic disclosure” information required by the Regulations.

Business Information Form (Company or LLP)

A version of the Business Information Form designed for companies and limited liability partnerships, covering the same required disclosure category but tailored to that business structure.

Requested Information Form

A form designed to help you comply with the “on request” disclosure category, bringing key requested information into one place (for example pricing and price calculation, regulated profession details, other business activities, and codes of conduct).

Why Use These Templates?

These templates provide a simple compliance framework without requiring you to rewrite your standard customer documents. Used alongside your usual terms and conditions or your service agreement, they help you give customers clear, organised information in the way the Regulations envisage, while keeping your own internal process consistent.

For more information about each document in this collection, please click on the links below:

Business Services Information Form Templates is part of Business . Just £38.50 + VAT provides unlimited downloads from Business for 1 year.

Frequently Asked Questions

What information do I have to give customers under the Provision of Services Regulations 2009? +
If you provide services, you must make certain business information available to customers, such as your name, contact details, legal status, VAT number where relevant and details of any professional liability insurance. Some information must be provided automatically before the customer contracts, and other information only if the customer asks. These forms organise both categories so the required disclosures are not missed. They are a compliance aid to issue alongside your usual terms.
Which business information form should I use, the sole trader one or the company one? +
Match it to your legal structure. Use the Business Information Form (Sole Trader or Partnership) if you trade that way, and the Business Information Form (Company or LLP) if you are a company or limited liability partnership. Both capture the same category of automatic disclosure required by the Regulations, but are tailored to the details relevant to each structure. Then add the Requested Information Form for the on request disclosures.
What is the difference between information I must give automatically and information I give only on request? +
The Regulations split disclosure into two. Some information must be provided or made easily available before the customer enters the contract, without them asking. Other information, such as price calculation methods, details of a regulated profession, other linked activities and any codes of conduct, only has to be provided if the customer requests it, though customers must be told they can ask. The automatic items go in the Business Information Form and the on request items in the Requested Information Form.
Do these forms replace my terms and conditions? +
No. They sit alongside your terms of business or service agreement, not in place of them. Their job is to present the specific disclosures the Provision of Services Regulations 2009 require in an organised, consistent way, as attachments you issue with your usual contract documents. Your terms still govern the deal itself, scope, price, payment and liability. Use the forms to cover the compliance information and your terms to cover the contract.
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