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.

Download Updated 25 Jan 21
Instant - data capture form

This is a data capture form for Instant Life Insurance.

Download Updated 12 Sep 21
Medical data capture form

This form contains questions that our online application system will ask for the 10 most common medical disclosures.

Download Updated 17 Mar 21
Instruction to your bank or building society to pay by direct debit

Download our bank and building society direct debit form.

Download Updated 20 Jun 21
Medical records access and processing consent form (AMRA): UK & Isle of Man

This document covers the regions of United Kingdom and Isle of Man.

Download Updated 20 Jun 21
Medical records access and processing consent form (AMRA): Jersey, Guernsey and Gibraltar

This document covers the regions of Jersey and Guernsey and Gibraltar.

Download Updated 20 Jun 21
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.

Download Updated 20 Jun 21
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.

DOWNLOAD Updated 26 May 21

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.

Download Updated 28 Apr 21
Medical data capture form

This form contains questions that our online application system will ask for the 10 most common medical disclosures.

Download Updated 17 Mar 21
Instruction to your bank or building society to pay by direct debit

Download our bank and building society direct debit form.

Download Updated 20 Jun 21
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.

DOWNLOAD Updated 26 May 21

Group Protection

Group Life Claim Form

This form can be completed on-screen or printed off and completed by hand.

Download Updated 04 Apr 19
Trustee Instruction to Pay Benefit to Beneficiary

A trustee instruction to pay the benefit to the beneficiary on Group Protection policies.

Download Updated 10 Apr 19