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.
Personal financial questionnaire
To collect further information that may be required to assess a cover application - information provided here forms part of the contract.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.
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.
Personal financial questionnaire
To collect further information that may be required to assess a cover application - information provided here forms part of the contract.
Instruction to your bank or building society to pay by direct debit
Download our bank and building society direct debit form.