Generator

1. Have you provided the following information to the policyholder?

a) Your full name and title?

b) Office details (physical and postal address)?

c) Telephone and email contact details?

2. Have you taken the circumstances of the policyholder into account in order to satisfy their financial needs?

a) Have you done a sufficient needs analysis?

3. Have you disclosed the following information to the Policyholder?

a) Name and type of policy?

b) The premium?

c) Type, extent, and limitations of benefits?

d) That commission is payable on this policy and answered any commission-related questions?

e) The 30-day cooling-off period?

f) Claims notification procedure?

g) Cancellation procedure and surrender?

4. Is the policyholder satisfied with the advice and disclosure that you have given?

5. Has the policyholder completed and signed the application form?