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Within this section you will find the guidance you need to ensure you carry out an advised or non advised process compliantly. Please note whilst we have included all the main documents there are areas such as the Demands and Needs Letters where we have not included all that we hold. If you need a particular document and it is not displayed below please contact us directly on 01254 675 674 or email firstname.lastname@example.org
Please note our Protection Insurance Manuals below contain an easy step, end-to-end process starting with when you need to supply the IDD to producing a Statement of Demands & Needs. If your firm has recently taken on new advisers/consultants then this manual is a must read as it will give them in depth procedures regarding their compliance obligations and why it is important to adhere to them.
|Protection Insurance Manual V5||208 KB||DOC||Download|
|Prorection Insurance Manual (Non Advised) V6||145 KB||DOC||Download|
|Insurance Advice Process Summary||29 KB||DOC||Download|
|Protection and General Insurance Template IDD||41 KB||DOC||Download|
|Mortgage and Insurance CIDD||56 KB||DOC||Download|
|Insurance Factfind||108 KB||DOC||Download|
|Corporate Factfind V3||162 KB||DOC||Download|
|SODN - Life & Critical Illness Cover||114 KB||DOC||Download|
|SODN - Life & Critical Illness (Non Advised)||72 KB||DOC||Download|
|SODN - Accident, Sickness and Redundancy||45 KB||DOC||Download|
|ICOB Jargon Buster||28 KB||DOC||Download|
|Glossary of Trust||30 KB||DOC||Download|
|Protection Requirement Disclaimer||32 KB||DOC||Download|
|Discontinued Plan Form||38 KB||DOC||Download|
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