Client Disclosure Requirements:
I/we are aware that when completing proposals customers are required to disclose; medical details or history and previous insurance claims made for the type of insurance sought.
Failure to do so may result in;
- i) a policy may be cancelled.
- ii) claims may not be paid.
- iii) difficulties may be encountered in trying to purchase insurance elsewhere.
- iv) in the case of property insurance, failure to have property insurance in place could lead to a breach of the terms and conditions attaching to any loan secured on that property.
I/We acknowledge receipt of Terms of Business and Privacy Statement documents
I/We declare that to the best of my/our knowledge and belief, all the information contained in this review is true and complete. The Advisor’s Comments and Recommendations have been fully explained to me/us and I/we confirm that I/we wish to proceed as outlined in this document.
I/We confirm that where I/We are represented by an introducer (accountant, solicitor, estate agent or other party) that I/We agree that information such as amount of finance approved and the amount drawn-down can be shared with the introducer for the purpose of paying introductory fees to the introducer.
Data Protection
I/We have provided the above information to enable our financial and / or mortgage advisor firm collect and process my / our data in compliance with General Data Protection Regulations (GDPR)
I/We have provided our financial and / or mortgage advisor firm with my / our permissions under separate cover in compliance with General Data Protection Regulations (GDPR) in relation to my / our marketing preferences and understand that I/ we can opt in and out of or change the preferences at any time.