About us
Call us: +44 1632 960212

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.

Thanks for subscribing!
We’re happy you joined our subscription.
Chech your inbox for future updates.
An error has occured
Please, try again later or
contact us via live chat.