New Client Onboard

Part One: You must hit "Submit" at the end of each part (one, two and three). We suggest downloading our PDF reference of all questions and reviewing prior to submitting. Some fields are required and it is recommended that you complete each part as comprehensively as you can. If you have any questions or would like to walk-through the steps with a PLG representative, please contact compliance@padgettlawgroup.com.

Submit

Part Two: You must hit "Submit" at the end of each part (one, two and three). We suggest downloading our PDF reference of all questions and reviewing prior to submitting. Some fields are required and it is recommended that you complete each part as comprehensively as you can. If you have any questions or would like to walk-through the steps with a PLG representative, please contact compliance@padgettlawgroup.com.

COMPLIANCE

* Indicates required field

Client Name (Legal Entity Name) *

Describe your month reporting requirements: *

Notification Requirements & Contact *

Do you issue score cards? *

Yes No

Rebuttal process: *

Yes No

Scorecard Frequency: *

Describe your scorecard metrics and rebuttable process if applicable: *

VENDOR MANAGEMENT

Is third-party vendor approval required? *

Yes No

If yes, please provide inbox contact and process description: *

Submit

Part Three: You must hit "Submit" at the end of each part (one, two and three). We suggest downloading our PDF reference of all questions and reviewing prior to submitting. Some fields are required and it is recommended that you complete each part as comprehensively as you can. If you have any questions or would like to walk-through the steps with a PLG representative, please contact compliance@padgettlawgroup.com.

Submit

Welcome to Padgett.

BEN EWING, ESQ.

Managing Attorney, Risk Management

KYLA REHBERG

Director, Compliance