BusinessGuard Mortgage/Finance Brokers Professional Liability Proposal
This file is a proposal form for BusinessGuard Mortgage/Finance Brokers Professional Liability Insurance. It covers important notices, duties of disclosure, and privacy policies. It also includes the proposer’s details and current firm's details.
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How do I fill this out?
To fill out this form, start by entering your firm's details, including the firm name, trading name, and contact person. Ensure you provide accurate information about your business history and the current partners. Finally, review all details and submit the form.
How to fill out the BusinessGuard Mortgage/Finance Brokers Professional Liability Proposal?
1
Enter your firm's details including the firm name, trading name, and contact person.
2
Specify the percentage of the premium you will be claiming if applicable.
3
Provide details of any changes in the firm's name, mergers, or acquisitions in the past 3 years.
4
List the current partners/principals/directors of the firm with their qualifications and years of experience.
5
Review all details and submit the completed form.
Who needs the BusinessGuard Mortgage/Finance Brokers Professional Liability Proposal?
1
Mortgage brokers who need professional liability insurance.
2
Finance brokers seeking coverage for potential claims.
3
Business owners looking to protect their firm against wrongful acts.
4
Managers requiring professional liability insurance for their business.
5
Insurance agents who need to provide comprehensive coverage to clients.
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Navigate to the fields you want to edit and click to make changes.
3
Enter the necessary information in the provided fields.
4
Review all edited details to ensure accuracy.
5
Save the edited PDF and download it for your records.
What are the instructions for submitting this form?
Submit the completed form to AIG Australia Limited either via email at australia.privacy.manager@aig.com, fax at 1300 030 886, or by mail to AIG Australia Limited. Make sure all details are accurate and reviewed before sending. It is advisable to keep a copy for your records.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates mentioned for 2024 and 2025 in this form.
What is the purpose of this form?
This form serves the purpose of proposing professional liability insurance for mortgage and finance brokers, originators, and managers. It gathers essential details about the firm, including its business history, the qualifications, and the experience of its current partners/principals/directors. By completing and submitting this form, firms can obtain the necessary insurance coverage to protect against potential claims and wrongful acts.
Tell me about this form and its components and fields line-by-line.
- 1. Firm Name: The name of the firm applying for the insurance.
- 2. Trading Name: The trading name of the firm if different from the firm name.
- 3. ABN: Australian Business Number of the firm.
- 4. Contact Person: The main contact person in the firm.
- 5. Dun and Bradstreet Number: The Dun and Bradstreet number of the firm, if available.
- 6. Input Tax Credit: The percentage of the premium the firm intends to claim as an input tax credit.
- 7. Business Continuity: Period for which the firm has been continuously carrying on the business.
- 8. Office Address: The main office address including the street, suburb, state, postcode, telephone, website, fax, and email.
- 9. Changes in Firm: Details of any changes in the firm's name, mergers or acquisitions in the past 3 years.
- 10. Proposals: Details of any proposals related to the firm's acquisition by another company.
- 11. Partners/Directors: Information about current partners/principals/directors, including their qualifications and years of experience.
What happens if I fail to submit this form?
Failure to submit this form may result in not obtaining the necessary professional liability insurance. This can expose the firm to potential legal and financial risks.
- Loss of Coverage: Not obtaining the required insurance coverage.
- Legal Risks: Exposure to legal risks and potential claims without insurance protection.
- Financial Risks: Increased financial risks in case of claims or wrongful acts.
How do I know when to use this form?
- 1. Application for Insurance: When proposing for professional liability insurance for your firm.
- 2. Updating Insurance Details: To update or renew insurance coverage details.
- 3. Mergers or Acquisitions: During firm mergers or acquisitions to confirm insurance coverage.
Frequently Asked Question
How do I fill out the proposal form?
Enter your firm's details, specify any applicable premium claim percentage, provide business history details, list current partners, and review all information before submission.
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You can sign the PDF digitally using PrintFriendly’s editor by adding your digital signature in the designated area.
Is sharing the completed PDF easy?
Yes, you can share the PDF via email directly from the platform or generate a shareable link.
Who needs this proposal form?
Mortgage brokers, finance brokers, business owners, managers, and insurance agents who require professional liability insurance need this form.
What information is required in the form?
Details such as firm name, trading name, contact person, business history, and current partners’ qualifications are required.
Can I save an edited version of the PDF?
Yes, you can save and download the edited version after completing the necessary modifications.
What if I don't submit the form?
Failure to submit the form can result in not obtaining the required insurance coverage and potential legal consequences.
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