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Policy Check with Aviva

Our Corporate department have teamed up with Aviva insurance to help you get your policy documents in order. Our highly qualified Business & Corporate department aim to provide a swift and coherent policy check to ensure that all your policies are in order.

Name of IFA
Contact Number
Contact Email
Name of Company Taking Out Protection Policy
Company Number
Name of Policy Holder 1
Name of Policy Holder 2
Name of Policy Holder 3
Name of Policy Holder 4
Has the client entered into a shareholders agreement restricting your ability to deal with your shares
Has the client updated their Will/Powers of Attorney in the past 12 months
Is a bespoke Cross option Agreement required?

Download in Word Format

Alternatively, please download and fill out the form with as much detail as possible.

Once completed, please send the form back to corporate@fbcmb.co.uk with the subject as "Shareholder Policy – Corporate".

Download now

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