Client Authority Forms

Our simple forms enable us to provide services to you.

To review and provide insurance advice it’s important we understand your business or unique situation.

Knowing and understanding your business is an ongoing part of our service and is the basis of our relationship with you. We’ll spend time learning about your business or situation and will continue to do this throughout our relationship.

Once we have a thorough understanding of your business we will review your current risks, audit your existing insurance portfolio and create a personalised programme of insurance for you.

If you decide to engage us as your insurance broker, we will ask you to sign a Letter of Appointment. By signing this letter you are agreeing to our Terms of Business which can be easily located on our website. The letter allows us to act for you, looking into appropriate insurance solutions for you and fully servicing your specific needs.