Name
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Address
Address
Postcode
Email
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Telephone Number
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Business Description
Do you currently have professional indemnity insurance?
Yes
No
Last Years Fee Income
£
Anticipated Forthcoming Years Income
£
Limit Of Indemnty Required
£100,000
£250,000
£500,000
£1,000,000
£2,000,000
£5,000,000
£10,000,000
Yes
No
Are there
any claims against the proposer or any partner/director/employee in the past five years or circumstances of which the proposer or any partner/director/employee is aware that may give rise to a claim?
Has proposer or any partner/director/employee been investigated or charged with a criminal offence (other than motoring offences) or been reprimanded or otherwise sanctioned by any disciplinary/regulatory body?
Does one client contribute more than 50% of the total income?
Any investment advice and/or due diligence work?
Does the proposer/director(s) or partners(s) have at least 5 years relevant experience?
Is at least 90% of the work performed for clients based in the United Kingdom?