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
Distance sales checklist for Consumer sales
Distance sales checklist for NON-Advised Consumer sales
Face-to-face sales checklist for Advised Consumer sales
Face-to-face sales checklist for NON-Advised Consumer sales
Aug 2021 UPDATE
2023 Document incorporating Consumer Insurance Act disclosure
NON-ADVISED SALES ONLY
A document explaining the impact of the Insurance Act 2015 for customers
Disclosure notice for face to face Consumer business
2305 UPDATE
2305 UPDATE
2305 UPDATE
NON-ADVISED SALES ONLY
Word Document
Aug 2021 Private car F2F checklist with CMA PNCB Script
Aug 2021 UPDATE Private Car distance (telephone) checklist including CMA PNCB script
2023 Private car quote including CMA PNCB wordings
NEW RULES APRIL 2021 Pre-existing medical conditions (PEMCs)
NEW RULES APRIL 2021 Pre-existing medical conditions (PEMCs)
Nov 2020 UPDATE
Nov 2020 UPDATE
Brief explanation of common commercial policy conditions and exclusions
Script for sales of premium finance including affordability questions
Template wording re: unavailability of pandemic cover
2104 document for unrated insurers or those not covered by the UK FOS and/or FSCS
To be read in conjunction with insurer leaseholder certificate and the summary of cover.