DCM data capture form for corporate or charity client

This form is for use for charity or corporate clients.

This form is intended for professional Introducer/Adviser use only—and not intended to be passed directly to your client. The objective of this form is to collect all of the data required to operate Dynamic Cash Management efficiently without any need for your input at a later date.

It is particularly important to ensure that your client is consulted on ATRI and Liquidity, as they are used to determine the types of institutions and accounts that we will deposit your client’s cash with.

Proper consultation will ensure that Dynamic Cash Management use only those institutions that your client is comfortable with and that they are able to withdraw funds when they need them.

 

Download our data capture form. The form will allow you to capture client information to enable the smooth completion of the DCM process.

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or email us at DCM@DCMCash.com

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Regulatory Statement

Dynamic Cash Management is provided by Gale and Phillipson Investment Services Ltd. Gale and Phillipson Investment Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA 431387) and trades as Gale and Phillipson. Registered in England and Wales, number 05409822. Dynamic Cash Management is not regulated by the FCA. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.