Documents
Information sheet
The checklist we use to map out your situation in full.
As an insurance intermediary, we can only advise you if we receive correct information about you, your family and your company. By completing this information sheet, you enable us to take your file to heart.
We also ask you to send us your pension file and the client form, if you have not already done so.
If you work through a company, send us the company director information sheet. If you work through a company and would like an update of the 80% rule, send us the 80% rule information sheet. If you are self-employed without a company, please send us the self-employed information sheet. If this is with a view to taking out a POZ (the pension agreement for the self-employed without a company), please send us the self-employed POZ information sheet. For companies whose group insurance for staff we manage, the group information sheet applies.
You can find how to fill in and sign this document digitally here.