Shareholder Protection Service

Welcome to the Shareholder Protection Document checking service. Our highly qualified Business & Corporate Team aim to provide a swift, cost effective and coherent policy check to ensure that all your shareholder policies are in order for £200 + VAT

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".

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