Client Services Questionnaire

So we can provide assignees with the very best service before relocating, we would like to know as much as we can about their objectives and expectations for their relocation.

This Client Services Questionnaire asks what we believe are most of the questions that will enable us to provide a tailored solution to everyones mobility and relocating needs.

It is important that we understand the needs of everyone that is moving - the assignee, their partner, children and pets, so please take the time to fill it in as fully as possible - thank you.

This is quite a long form, so please set aside 15 minutes in a quiet place to complete it.

So we can provide you with the very best service, we would like to know as much as we can about your objectives and your expectations for your relocation.

Our Client Services Questionnaire asks what we believe are most of the questions that will enable us to provide a tailored solution to your relocating needs.

Please call or email us and we will send you the Questionnaire

It is important that we understand the needs of everyone that is moving - you, your partner, and children and pets, so please take the time to fill it in as fully as possible - thank you.

It is quite a long form, so once you receive it please set aside 15 minutes in a quiet place to complete it.

If you prefer to complete a printed copy please email us and we will send you one.

Client Services Questionnaire

Denotes a required field

Today's date (dd/mm/yy)

Move date (dd/mm/yy)

For Relocities use only

Target City and Country

Where did you hear about Relocities?

What additional services do you require?

1. Contact Information

Your First Name

Your Family Name

Your Email Address

Work phone number (Inc area code)

Cell/mobile phone number (Inc area code)

Nationality

Street Address

Town

Country

Zip/Post Code (Use - if none)

2. Employer Details (if relevant)

Employers name

Your current job location (City/Country)

If there is a corporate relocation contact that we should liaise with (i.e. HR Manager) please provide their details below:

Corporate Contact First name

Last name

Corporate Contact Job Title

Their Email Address

Their work phone number (Inc area code)

Should we contact them?

Yes

Not yet, I'll let you know when

3. Details about who is relocating

Who will be moving*

On my own

With my partner

With my partner and children

Partner's First Name

Partner's Family Name

Their Email address

Child One - First Name

Family name

Date of Birth (dd/mm/yy)

Age

Special requirements? (School, disabilities etc)

Child Two - First Name

Family name

Date of Birth (dd/mm/yy)

Age

Special requirements? (School, disabilities etc)

Child Three - First Name

Family name

Date of Birth (dd/mm/yy)

Age

Special requirements? (School, disabilities etc)

Child Four - First Name

Family name

Date of Birth (dd/mm/yy)

Age

Special requirements? (School, disabilities etc)

4. Visas, permits and licences

If you, or anyone else requires visas, work permits, or drivers licences, please detail them below:

You (Check all that apply)

Visa

Work Permit

Drivers Licence

Your Partner

Visa

Work Permit

Drivers Licence

Child One

Visa

Work Permit

Drivers Licence

Child Two

Visa

Work Permit

Drivers Licence

Child Three

Visa

Work Permit

Drivers Licence

Child Four

Visa

Work Permit

Drivers Licence

Please provide details below about any pets that are relocating with you, and what stage you have reached with their move (Pet Passports, vaccinations, quarantine arrangements, flights etc)

Pet details (Name, type, sex, age etc)

Do you want our help?

Yes please

No thank you

5. About your new location

Town or City you want to live in

Preferred Residential District (If known)

Location (Check all that apply)

City Center

Suburbs

Rural

Workplace location (include address, zip/postcode if known)

Max travel time (hh/mm)

Travel by? (Car, train etc)

6. Temporary Housing

Please complete this section if you need short term temporary housing

Temporary Housing from: (dd/mm/yy)

To: (dd/mm/yy)

Type

Corporate/Serviced

Hotel

House

Apartment

Furnished or Unfurnished?

Furnished

Unfurnished

How many bedrooms needed?

Studio / One

Two

Three

Four or more. Check box and type number needed if five or over in Further Requirements box below.

Other (Check all needed)

Yard / Garden

Off street parking

Other - detail below

Further temporary housing requirements, questions or comments? Please detail them below

7. Long-term or permanent housing

Please complete this section to outline your long-term housing plans

Long Term Housing: From (dd/mm/yy)

To (dd/mm/yy)

Purchase or Rent?

Purchase

Rent

If rental:

Furnished

Unfurnished

How many bedrooms needed?

Studio / One

Two

Three

Four or more. Check box and type number needed if five or over in Further Requirements box below.

Other (Check all needed)

Yard / Garden

Off street parking

Other - detail below

Further long-term housing requirements, questions or comments? Please detail them below

8. Any overall additional requirements?

Please tell us about any other requirements you might have. We will contact you for full details and to make any arrangements.

Any overall additional requirements, questions or comments? Please detail them below

Thank you for taking the time to complete this Client Services Questionnaire.
Please click below to send it to us and we will reply within eight working hours.

The information you provide to us is strictly confidential and will only be used to provide you with the services you request. None of your details or information will be given to any third party without your express permission unless we are required to do so by law. If you have any questions regarding our policies please call or email us for further information.

Thank you - all done!