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Section 1 - Booking Information

* Assessment Type: | Is this a Money Advice Service assessment?:

Organisation Detail

* Organisation Name
(This is be shown on your certificate)

Registration Number with Companies House:

* Address 1:

Address 2:

* City / Town:

* County/State:

* Postcode:

Primary Contact Details

* Title:

* First Name:

* Last Name:

* Email:

* Telephone:

* Position:

Section 2 - Invoicing Information

Invoice Contact Details (If Different from Organisation Information Above)


First Name:

Last Name:



Invoice Address (If Different)

Address 1:

Address 2:

City / Town:




Does your company require a Purchase Order when invoiced: Please provide a Purchase Order Number:

Section 3 - Information about your organisation

* Organisation Type:

* Sector:

* What Service do you Deliver?

* Total number of clients receiving the organisation's service or services being assessed in the last year?

* Please provide a short profile of your organisation, the service, and who your clients are (max 100 words):

* Has your Organisation been accredited to matrix before? (If no skip to section 4)

Organisation Name: (If different from current legal name)

Date of Achievement: Pick

Section 4 - Assessment Information

Please record the number of managers, supervisors, and/or staff involved on the management and delivery of information, advice and guidance to clients

Senior Managers:






* Total Number of employees within the whole organisation:

* What is your preferred Assessment Date or Period?

Department to be Assessed?
If Applicable

*How many locations is your IAG Service delivered from? (Please do not include any outreach locations)

If this is a Review and you require a new assessor please tick the box:

If there is more than one location from where your IAG service is being delivered from please enter all postcodes below

Please provide details of any specific details regarding any specific requirements that the assessor should be aware of regarding the clients / staff involvement in the assessment:
This may include information regarding the nature of client groups, outreach delivery, remote working, recent re-structures

What are your desired outcomes/expectations from your assessment?

Other Please State:

If you have used a Registered matrix Advisor in the last year, please provide details below.

Name of Advisor:

Date of most recent visit: Pick

*How did you hear about the Standard?