New Business

This is the page from which subscribers to dart COMPLIANCE LIMITED can access the template procedures, scripts and letters for New Business which have been designed to assist in meeting the regulatory compliance standards and requirements. Members are encouraged to personalise the documents to fit their corporate style, however no changes to the actual procedure or wordings should be made without checking with the dCL Helpdesk on 01604 709942 – Email: helpdesk@dartcompliance.co.uk
A document explaining the impact of the Insurance Act 2015 for customers
1904 UPDATE Distance sales checklist for Consumer sales
1904 UPDATE Face-to-face sales checklist for Advised Consumer sales
1904 UPDATE Distance sales checklist for NON-Advised Consumer sales
1904 UPDATE Face-to-face sales checklist for NON-Advised Consumer sales
Microsoft 'Word' document incorporating Consumer Insurance Act disclosure
OPTIONAL wording for consumer new business including explanations of document enclosures 1904
1806 Insurance Act version
Brief explanation of common commercial policy warranties
0816 document for unrated insurers or those not covered by the UK FOS and/or FSCS
Disclosure notice for face to face Consumer business
Script for sales of premium finance including affordability questions
1806 Private car F2F checklist with CMA PNCB Script
1904 UPDATE Private Car distance (telephone) checklist including CMA PNCB script
Private car quote including CMA PNCB wordings