Documents for business products
Table of contents
Business protection
Sales aids
- Business Protection Adviser Guide - Business Protection doesn't have to be hard (805.0 KB/PDF)
- Zurich Protection - contractual change and flexibility of cover (896.0 KB/PDF)
- How to set up business protection policies (136.4 KB/PDF)
- Reasons why paragraphs - business protection (273.9 KB/PDF)
- Critical Illness quick reference guide for Business Protection (133.2 KB/PDF)
Technical guides
- Business Protection - Guide to corporate share purchase (386.6 KB/PDF)
- Business Protection - Guide to key person protection (424.2 KB/PDF)
- Business Protection - Guide to business succession for partnerships (429.1 KB/PDF)
- Business Protection - Guide to covering business liabilities (360.6 KB/PDF)
- Business Protection - Guide to business succession for companies (439.8 KB/PDF)
Forms
- Data capture form (1.7 MB/PDF)
- Business Protection Focused fact-find - interactive form (624.2 KB/PDF)
- Business Protection Health Check - interactive form (525.4 KB/PDF)
- Draft Double Option Agreement for share purchase on death (including "spousal" shares) (815.7 KB/PDF)
- Draft Option Agreement for company share purchase following the critical illness of a shareholder (648.0 KB/PDF)
- Draft Double Option Agreement for company share purchase following the death of a shareholder (796.2 KB/PDF)
- Draft Double Option Agreement for share purchase on death (625.8 KB/PDF)
- Spousal By-pass Trust for Business Interests Trust Deed (647.1 KB/PDF)
- Draft Option Agreement for purchase on Critical Illness (795.3 KB/PDF)
Key features and terms and conditions
I’m looking for
Personal documents
All the documents you need from sales aids to policy documents.
Supporting documents
All the protection documents you need to support you and your client.
Pre-LPP documents
All the documents you need for policies sold before 7 September 2023.
Wealth documents
Some clients may still be paying into accounts that are no longer available, the documents will enable you to see what options you have.