Illustration Request

  
You may produce personal illustrations using our online Illustration System or by downloading our Illustrations System to your computer. However, if you would like us to send you a personal illustration for your client please complete the form below.

As Income Assured Plus has an investment option you will need to be authorised by the Financial Services Authority to give investment advice to your clients on the suitability of this product.

Please refer to the Key Features brochure to make the correct selections.

If you have any questions please contact our Sales Support team on 0800 587 5098 or email sales@cirencester-friendly.co.uk.

For more information on features of Income Assured Plus please refer to the Product Guide.

 

To ensure a prompt turnaround please complete all items (where applicable).

Email :

Adviser Name

Adviser FSA Number

Company Name

Company FSA Number

Part of a Network

Yes

No

If Yes Network Name

Network FSA Number

Adress

Town or City

Post Code

Phone Number

Fax Number

Client Title

Client Forename

Client Surname

Client Date of Birth

Retirement Age select all that apply

50

51

52

53

54

55

56

57

58

59

60

61

62

63

64

65

Sick Pay Benefit to be paid from select all that apply

Day one

1 week

4 weeks

8 weeks

13 weeks

26 weeks

52 weeks

Accident Protection select all that apply

Yes

No

Index Linking select all that apply

Yes

No

Type of Contract select all that apply

Protection

Protection with investment

Client Annual Salary required to prevent over insurance

Weekly Benefit Required specify all that you require illustrations for separated by commas

Disability Definition

Commission Option

If Combination or Client Bonus enter the amount of Commission you wish to take up front

Delivery Method

Email

Post (please complete postal address above)

Fax (please enter fax number above)

 

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