Policy Check with Life Search Business

 

Our Corporate department have teamed up with Life Search Business 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
Client Name
Client Contact Number
Client Email Address
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?

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First name*
Surname*
Job title (if applicable)
Business name (if applicable)

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