• Property Owners
• Property Managing Agents
• Builders & Developers
• Business Owners
• Personal Insurance
• Claims Management
• Directors & Officers
• Engineering
• Risk Management

Required Information for a Professional Indemnity Quotation

1. Name
2. Contact details - Tel. No. / Email address / Postal address
3. About the current policy:-
   • Renewal date
   • Current insurer
   • Limit of indemnity
   • Excess
   • Premium
4. During the last 3 years have there been any claims?
5. Are you aware of any circumstances which may give rise to a claim?
6. Do you undertake work for any organisation in which you have a financial or controlling interest or which has a financial or controlling interest in you?
7. Have you been subject the subject of a disciplinary proceeding by any professional organisation?
8. We will require the names, professional qualifications and time served of all partners, directors and or consultants under a contract of service.
9. A Breakdown of your gross income by country
10. A Breakdown of your fee income by activity
11. We will also need to understand your activities in relation to financial services and general insurance mediation.

This is not intended to be an exhaustive list and there will be other questions as we further our discussions.