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KYC & Product Sign Up – Existing Policies Disclosure

When applying for any protections / insurance and mortgage products & policies, your IFA will ask you a number of probing questions to ensure that you will have the right product and services to match your circumstances.

One of these disclosures, alongside your personal details, assets – liabilities and tax considerations for example, is the full disclosure of any existing policies that you currently hold. The types of products and policies that you will be eligible for will be impacted by a number of factors including your current provisions.

All information will be held in confidence and your IFA will be able to help you navigate the full KYC process.