There are several types of contact created when companies join and register with TeX. Some contacts types are mandatory and others optional to be used as required.
This section aims to explain the different types and purpose of TeX contacts by answering the following questions:
Why? Why is the contact set up (the purpose of the contact)
Who? Who is identified as that contact (and how)
When? When the contact is set up
What? What communications the contact will initially receive (by email)
Any changes to TeX contacts may only be requested by the TeX Relationship Manager, or if this is not practicable for reasons explained, by the TeX Joining or TeX Registration Contact.
Mandatory TeX Contacts (M) must exist for each company as appropriate to the membership stage and membership type (e.g. if a company has joined TeX then only a TeX joining contact would be created).
Optional TeX Contacts (O) may be requested for companies that have registered with TeX (by completion of a TeX registration form) or TeX associate members
TeX Joining Contact (M)
Why: To receive confirmation of company joining TeX and details of the unique TeX joining reference
Who: The authorised signatory who signed the joining form
When: On setup of a TeX joining company following receipt of a TeX joining form
What: Confirmation of company joining TeX and details of the unique TeX joining reference (no ongoing communications)
TeX Registration Contact (M)
Why: To receive confirmation of company registering with TeX and details of the TeX membership reference
Who: The authorised signatory who signed the registration form
When: On registration of a TeX member company following receipt of a TeX registration form
What: Confirmation of company registering with TeX and details of the TeX membership reference (no ongoing communications)
Associate Member Contacts (M)
Why: To receive confirmation of company becoming an associate member of TeX and details of the TeX reference
Who: The authorised signatory who signed the associate membership agreement
When: On registration of a TeX member company following receipt of a TeX registration form
What: Confirmation of company registering with TeX and details of the TeX membership reference (no ongoing communication)
TeX Relationship Manager (M)
Why: The main TeX contact, TeX website super user and authoriser of all company and contact change requests
Who: Designated contact in section 7 of the TeX registration form
When: On registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role, confirmation of TeX register access and TeX website logon information
Ongoing: TeX register updates, details of events and other relevant information, any communications relevant to designated contact and authorisation requests for any contact or company changes not directly requested
First Tier Escalation Representative (M)
Why: First point of contact for operational issue escalation
Who: Designated contact in section 7 of the TeX registration form
When: On registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role and confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact
Second Tier Escalation Representative (M)
Why: Referral of unresolved escalation issues
Who: Designated contact in section 7 of the TeX registration form
When: On registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role and confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact
Nominated Corporate Representative (M)
Why: Person authorised to represent the company at any meeting
Who: Designated contact in section 7 of the TeX registration form
When: On registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role and confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact
BAU (M)
Why: First pint of contact for general matters
Who: Designated contact in section 7 of the TeX registration form
When: On registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role and confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact
Agent (O)
Why: Agent acting on behalf of the firm completing the TeX registration form
Who: Contact as advised or designated contact in section 8 of the TeX registration form
When: On request or on registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role and confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact
Agent (UK) (O)
Why: UK agent acting on behalf of the EEA firm completing the TeX registration form
Who: Contact as advised or designated contact in section 9 of the TeX registration form
When: On request or on registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of company registering with TeX, details of the TeX membership reference, confirmation of designated contact role and confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact
TeX Register Access (O)
Why: Person requiring access to the TeX register on behalf of a TeX member
Who: Contact as advised or in section 11 of the TeX registration form
When: On request or on registration of a TeX member company following receipt of a TeX registration form
What: Initial: Confirmation of TeX register access
Ongoing: TeX register updates, details of events and other relevant information and any communications relevant to designated contact