Financial Services Guide
We’re committed to going above and beyond the professional standards set by our industry. That’s why we put so much effort into staying in touch with you, as your insurance partner.
We understand compliance information can be pretty technical and often involves receiving a lot of documentation. So we’ve produced our own “Important Information Booklet” to make the information clear and easy to understand. Whether you have one policy, you’re a small business or a large company, the information contained in this booklet will help you understand your duties and obligations when arranging insurance through an insurance broker.
When we talk to you about your insurance, we usually refer you back to this booklet and the information in it, to make things easier for you. So we suggest you keep it in a safe and easily accessible place.
When we help you with your insurance needs, you don’t need to become an insurance expert – that’s what we’re here for. We will, however, take you through the information in the booklet before you choose to arrange insurance through us or accept our recommendations, then answer any questions you may have.GET A QUOTE