Client forms for download

Personal Details Form

Prior to us meeting, we will ask you to complete some basic information about you and your circumstances. You can do this in the comfort of your own home, at a time to suit you, so that when we do start discussing your needs, we’ll have much of what we need to get some options for you.

Health Questionnaire

When applying for Life Insurance, the application will require information such as your name, address and employment type. It will also ask for the following personal information:

  • Height
  • Weight
  • Date of birth
  • Lifestyle habits
  • Health Conditions
  • Family History – Health

It is important to be honest,  if the Company discovers that you did not disclose a health condition or lifestyle, it can increase your premium, cancel your policy and/or deny a beneficiary’s claim to the death benefit.

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