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KUBO Client Discovery

Client Discovery Form

Personal, family, business and financial information used to identify legal, HR, director-protection and business-planning recommendations following your introduction to KUBO.

Version 1.0Document ID: KUBO-PEA-001Download full agreement (PDF)
01Engagement details

Who this engagement is with, and what for — this fills Schedule 1 of the Professional Engagement Agreement.

Privacy & consent

The rest of this form asks for personal and financial information, including details KUBO treats as sensitive (health-adjacent risk factors, financial position, family circumstances). See our Privacy Policy for how it's used.

02Personal information
Marital status
Children?
Home owner?
Mortgage?
03Employment
Employment status
04Family
Family status
Parents alive?
Parents elderly?
Do you help care for parents?
05Business
Do you own a business?
Premises owned?
Commercial mortgage?
Business loans?
Overdraft?
Personal guarantees?
Company vehicles?
Company property?
06Financial position
Which of these do you hold?
07Property
Which of these do you own?
08Legal
Current Will?
Trust?
Power of attorney?
Employment contracts?
Terms & conditions?
Shareholders agreement?
Partnership agreement?
Debt issues?
Current disputes?
09HR
Employees?
HR policies?
Staff handbook?
Employment contracts?
Disciplinary process?
Grievance process?
Performance reviews?
10Director protection

Have you signed:

Personal guarantees?
Director loans?
Company borrowing?
HMRC payment plans?

Have you ever been:

Company director?
Disqualified?
Investigated?
11Future planning
Planning to:
12Trigger questions

These become automated opportunities. Several overlap with answers already given above — worth automating from those answers rather than asking twice once the data-capture backend is in place.

Are you over 45?
Have children under 18?
Have elderly parents?
Own property?
Own a business?
Employ staff?
Have a mortgage?
Have a personal guarantee?
Own more than one property?
Director?
Multiple shareholders?
Married?
Unmarried partner?
Business partner?
Expect inheritance?
Recently divorced?
Recently married?
Recently started a business?
Planning retirement?
Signature

Typing your full legal name below and ticking the box constitutes your electronic signature to the Professional Engagement Agreement.

Signature
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Date: 08 September 2026