Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as car insurance or liability insurance, once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. All other clients (e.g. commercial clients) must still disclose all ‘material facts’ (any information that may influence the insurer’s decision over cover or terms) prior to inception and throughout the period of the policy. Again, failure to disclose material information may invalidate your insurance cover and could mean that a claim may not be paid.
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as building and contents insurance once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. All other clients (e.g. commercial clients) must still disclose all ‘material facts’ (any information that may influence the insurer’s decision over cover or terms) prior to inception and throughout the period of the policy. Again, failure to disclose material information may invalidate your insurance cover and could mean that a claim may not be paid. YOUR CONSENT This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We acknowledge that the client agreement will come into effect from the date of issue. I/We agree that Xxxxxxx Xxxxxx may make an application to a mortgage lender on my/our behalf in order to secure a competitive deal appropriate to my/our circumstances. In doing so, I/we consent to a credit search being conducted in support of an application for a mortgage on my/our behalf. Date of issue Client name(s): Client Signature(s): Date of signature: SERVICES & CHARGES AGREED Initial Service Tick to confirm Details of agreed fee Advice relating to mortgages ☐ Progression fee £249 ☐ Fee on mortgage offer £299 ☐ Lender Procuration Fee To be confirmed in ESIS ☐ No fee ☐ Professional landlord progression fee £350 ☐ Professional landlord fee on mortgage offer £400 Advice relating to equity release ☐ Agreed fee to be paid directly by you £750 Lender Procuration Fee To be confirmed in KFI/ ESIS Advice relating to protection planning ☒ Pay by commission Please note that if you cease the policy within the first four years we reserve the right to charge you a fee representing the amount of any commission we have to repay. To be confirmed in Provider Illustration I agree to pay Xxxxxxx Xxxxxx any fees due as outlined above. Client Signature(s):
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as building and contents insurance once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. All other clients (e.g. commercial clients) must still disclose all ‘material facts’ (any information that may influence the insurer’s decision over cover or terms) prior to inception and throughout the period of the policy. Again, failure to disclose material information may invalidate your insurance cover and could mean that a claim may not be paid. YOUR CONSENT This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We acknowledge that the client agreement will come into effect from the date of issue. I/We authorise the transfer of personal information, on a confidential basis and in accordance with the Data Protection Act 1998, between Xxxxxxx Xxxxxx and any relevant third parties. I/We agree that Xxxxxxx Xxxxxx, or any such third party may contact me in the future by any means of communication (including by electronic communication e.g. email) considered appropriate at the time. I/We also confirm that I AM / WE ARE HAPPY / NOT HAPPY to give Xxxxxxx Xxxxxx express consent to contact me/us by telephone, email or post, to discuss advising on or arranging a mortgage product in the future.
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as car insurance or liability insurance, once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. Where you are buying insurance on a business/commercial basis you must ensure that you provide a ‘fair presentation of risk’ to the insurer. This means disclosing all matters that you know, or ought to know, would influence the insurers decision on offering cover or terms. You should, at least provide sufficient information to alert the insurer to make further enquiries about circumstances that may be material to the risk. Failure to disclose relevant information may invalidate the insurance and result in a claim not being paid. This Client Agreement should be read in conjunction with the Client Services Agreement which details our Ongoing Service Proposition. If you have any questions or are unsure of anything please contact our office or your adviser. Meridian Financial Management Ltd 00 Xxxxx Xxxx, Bournemouth, BH4 9BA Tel: 00000 000000
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. For all individuals (known as consumers) buying insurance this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as car insurance or liability insurance, once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. All other clients must still disclose all ‘material facts’ (any information that may influence the insurer’s decision over cover or terms) prior to inception and throughout the period of the policy. Again, failure to disclose material information may invalidate your insurance cover and could mean that a claim may not be paid.
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. Once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. All other clients (e.g. commercial clients) must still disclose all ‘material facts’ (any information that may influence the insurer’s decision over cover or terms) prior to inception and throughout the period of the policy. Again, failure to disclose material information may invalidate your insurance cover and could mean that a claim may not be paid.
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as car insurance or liability insurance, once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. All other clients (e.g. commercial clients) must still disclose all ‘material facts’ (any information that may influence the insurer’s decision over cover or terms) prior to inception and throughout the period of the policy. Again, failure to disclose material information may invalidate your insurance cover and could mean that a claim may not be paid. CONFIRMATION This is our standard Client Agreement upon which we intend to rely. For your own benefit and protection, you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We acknowledge that the client agreement will come into effect from the date of issue. Date of Issue: Client Name(s): Client Signature(s):
Providing information to your insurer. Your insurance / protection cover is based upon the information you provide to the insurance company. Where you are buying insurance as an individual, this means that you must take ‘reasonable care’ to answer all questions asked by the insurer fully and accurately. For general insurance policies such as home insurance, once cover has been arranged, you must immediately notify the insurers or us of any changes to the information that you have already provided. Failure to provide accurate and up to date information may invalidate your insurance cover and mean that a claim may not be paid. HOME FOR SALE REMOVAL
Providing information to your insurer. Your insurance is based upon the information provided to the insurance company. Unless otherwise indicated by the specific insurer underwriting your particular policy, the following circumstances apply. For Consumers (individuals buying insurance wholly or mainly for purposes unrelated to their trade, business or profession) this means that you must take reasonable care to answer all questions fully and accurately and supply any additional documentation or images requested in your policy. If cover has been arranged, you must immediately notify us of any changes to the information that has been provided to your insurers. Failure to provide accurate and up to date information or documentation may invalidate your insurance cover and mean that a claim may not be paid. Failure to provide accurate information or documentation may also mean that you are unable to attain the benefits of cover if it comes to light that you were unable to meet the eligibility criteria for a product. You may also be limited in benefit or have to pay additional premium if the answers given were incorrect and you were charged the incorrect premium. We Dynamo Cover do not take responsibility to ensure that you have provided correct or complete information and/or documentation. This is because sales are made on a non-advisory basis and we give customers a cooling off period between 14 – 30 days (product dependent) to review and supply correct and complete information if not done so originally. We take no liability for losses incurred due to incorrect or incomplete information or documentation not being provided.
