1st Professional Indemnity
Telephone: 01304 613072 Fax: 01304 617591

Your Professional Indemnity Specialists

Your specialist indemnity insurance providers.


Engineers

Architects

Accountants

Estate Agents

IT Consultants

Computer Services

Mortgage
Consultants

Health & Safety Consultants

Mortgage consultants and financial advisors.

Professional indemnity for Mortgage brokers and consultants including financial advisors. This will indemnify you against negligent advice given to your clients or for losses incurred by your client as a result of your actions or inactions. Indemnity cover is seen as vital for membership to trade associations related to this profession and a certificate of cover on the wall will go a long way to reassure your clients of your professionalism.

We will ensure that you are only paying for cover you need and feel confident that we will have a scheme already designed to fit your needs - alternatively we can submit your request to an underwriter for a personal consideration and give you a tailor made policy specific to your business.

email: pi @ millards insurance . co . uk


Form Downloads
: : General application form for Accountants : :
Name of firm(s),Partnership(s) or individual
Please include the names of all companies and/or individuals wishing to propose themselves for cover.
Email:
Address (including addresses of branches)
Telephone Number
Names of all directors/partners/Principles Qualifications (separated by commas.) Year Obtained (separated by commas.) How long with this company in this position.
Is this a If part time please give brief details of your full time occupation and state if your full time employers are aware of these activities.
Are you connected or associated (Financially or otherwise) with any other firm, compamy or organisation? Please state Yes or No (If yes please give details.)
Are you a member of a consortium or group practice or engaged in any single project partnership?
If not please enter 'none' If yes please give full details including names and their capacities in the consortium or partnership.
Please give the total number of:
Partners/ Directors/Principles
Qualified Staff
Other Staff (ex admin)
Administrative staff
Contract hired staff/consultants
Names of all Professionally Qualified Staff (and any Consultants undertaking work on your behalf - indicate consultants with * beside the name.) Qualifications (separated by commas.) Year Obtained (separated by commas.) How long employed or used by this company?
Please give a full description of your activities for the present and in the last six years including the approximate percentage of the overall gross income/ fees this represents.
Business income for Geographic Location
Largest fee any one client?
Average for any one client?
Geographic gross income /fees. Last Financial Year Estimate for this Current Year
United Kingdom (excluding Channel Islands/Isle of Man.)
Rest of the world (Please specify locations.)
Please list your 5 largest projects indicating the Country, Fee, Value and duration of the contract.
If you a member of a trade body or regulatory organistion please give details? (If none please state none.)
How much cover do you require? To nearest £10,000. (IE £750,000)
Feel free to speak to us if you are unsure of the limit required.
Are you aware of any past or current claims or circumstances which may lead to a claim whether insured or not? (If yes please give details.)

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