Literature for Advisers
Access all the literature to help you and your clients in one handy and easy to use place. Use the tabs below.
Individual Protection
Data capture form
This form will help you collect the information you need when applying for your clients' policies online.
Instant - data capture form
This is a data capture form for Instant Life Insurance.
Medical data capture form
This form contains questions that our online application system will ask for the 10 most common medical disclosures.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.
Medical records access and processing consent form (AMRA): UK & Isle of Man
This document covers the regions of United Kingdom and Isle of Man.
Medical records access and processing consent form (AMRA): Jersey, Guernsey and Gibraltar
This document covers the regions of Jersey and Guernsey and Gibraltar.
Medical records access and processing consent form (AMRA): Other countries
This document covers the regions of other countries and regions EXCLUDING United Kingdom, Isle of Man, Jersey, Guernsey and Gibraltar.
Pre-Sale Questionnaire - Overseas residents
This questionnaire details the information we'll need to confirm the cover available, underwriting requirements or if there will be a territorial loading before submitting an application.
Business Protection
Data capture form - business protection
This form will help you collect the information you need when applying for your clients' Business Protection policies.
Medical data capture form
This form contains questions that our online application system will ask for the 10 most common medical disclosures.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.
Pre-Sale Questionnaire - Overseas residents
This questionnaire details the information we'll need to confirm the cover available, underwriting requirements or if there will be a territorial loading before submitting an application.