Customer information

Item	Audience			Order quantity
All about claims	Client			Download only
Business Protection Key features	Client
Business succession referral form	Client			Download only
Critical illness and total and permanent disability claims guide	Client			Download only
Critical illness claims - the facts and figures	Client
Definitions guide	Client			Download only
Protecting your personal information Information on how we deal with protecting personal data	Client

Adviser guides

Item	Audience			Order quantity
Business Protection - Summary of benefits	Adviser			Download only
Business protection technical guide	Adviser			Download only
How to sail through online	Adviser			Download only
Managing clients expectations	Adviser			Download only
New business tracking guide	Adviser			Download only
Understanding claims guide for advisers	Adviser			Download only
Underwriting Limits guide	Adviser			Download only

Forms

Item	Audience			Order quantity
Business Protection application form	Client
Business protection – trust form for England	Client			Download only
Business protection trust form - Scots law	Client			Download only
Corporate introduction certificate (CVI)	Client
CVI private individual	Adviser			Download only
Direct Debit instruction - Lytham only For Protection only	N/A
Double Option Agreement	Adviser			Download only
GP consent declaration (AMRA)	Adviser			Download only

Sales aids

Item	Audience			Order quantity
A guide to Business Protection Trust	Adviser			Download only
Business property relief	Adviser
Business succession referral form	Client			Download only
General checklist for completing an application form	Adviser			Download only
Indexation - an option for increasing cover	Adviser			Download only
Liability audit	Adviser
Medical reminders for completing an application form	Adviser			Download only
Multi-benefits applications	Adviser
Our critical illness proposition - what we've changed	Adviser			Download only
The importance of critical illness protection	Client			Download only
The law of intestate succession - England and Wales only	Client			Download only
Underwriting support	Adviser

Supporting documents

Item	Audience			Order quantity
Business Property Relief – finer technical points	Adviser			Download only
Business trusts and pre-owned assets tax	Adviser			Download only
Company share buyback	Adviser			Download only
Partnership protection - the automatic accrual method	Adviser			Download only
Premium equalisation – partnerships and directors share protection	Adviser			Download only
Sample Business Protection factfind	Adviser			Download only
Trustees	Adviser			Download only

Underwriting questionnaires

Item	Audience			Order quantity
Armed forces questionnaire	Client			Download only
Arthritis questionnaire	Client			Download only
Aviation questionnaire	Client			Download only
Aviation related questionnaire	Client			Download only
Blood disorder or anaemia questionnaire	Client			Download only
Business Protection financial questionnaire	Adviser			Download only
Caving/Potholing questionnaire	Client			Download only
Chest complaints questionnaire	Client			Download only
Commercial diving questionnaire	Client			Download only
Commercial fishing questionnaire	Client			Download only
Digestive, kidneys and liver medical questionnaire	Client			Download only
Drugs questionnaire	Client			Download only
Epilepsy questionnaire	Client			Download only
Gynaecological questionnaire	Client			Download only
Joint questionnaire	Client			Download only
Key person income protection questionnaire	Client			Download only
Motor sports questionnaire	Client			Download only
Mountaineering questionnaire	Client			Download only
Oil Rig/Oil Platform questionnaire	Client			Download only
Personal and Family Protection Financial Questionnaire	Client			Download only
Pre-sale underwriting questionnaire	Adviser			Download only
Raised blood pressure questionnaire	Client			Download only
Sailing questionnaire	Client			Download only
Sports diving questionnaire	Client			Download only
Stress/Anxiety/Depression medical questionnaire	Client			Download only
Thyroid questionnaire	Client			Download only

Please ensure you have specified the number of each document that you require