New Owners Paperwork

• Send all new ownership enquiries a welcome pack and add their address to the Kingsley Klarion mailing list. Pack to include latest editions of the Klarion, our brochure, Partnership brochure and a copy of the film, with any other relevant items or information requested.
• Ask owners for full contact and billing details and add to all systems – HOMS, Remote HOMS, Outlook, Text Anywhere and Christmas Card and Klarion list.
• Send a new Training Agreement, Sponsorship mandate and Foreign Prize Money mandate.
• Ask for the owner to grant Authority to Act via Weatherbys online or by phone.
• Ask the owner for any existing insurance details for Elaine, or enquire if they wish to take up any arrangements through our broker.
• Add the owner to the monthly contact sheet.
• Add the owner against their horse on BHA Admin site and add to sponsorship agreement if taking Yard Sponsorship.
• Ask owner if they have any colours to send if applicable, or if we can order a set on their behalf.