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 Information Form (Sole Trader or Partnership)
• Business Information Form (Company or LLP)
• Requested Information Form

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