Cross Option Agreement and Policy Checking Service for LifeSearch

 

Our Corporate department have teamed up with LifeSearch 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
Do you require us to check your clients Articles of Association/Shareholders Agreement
Does the client require their Will/Powers of Attorney to be updated
Is a bespoke Cross option Agreement required?

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Job title (if applicable)
Business name (if applicable)

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