FORMS / DOCUMENTS

Below are links to download our latest forms / documents.

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Forms

Document
Authority to Appoint – Jaco Rupping Appointing us as your broker 34 KB Download
Authority to Appoint – Wessel Rossouw Appointing us as your broker 34 KB Download
Broker Appointment Letter Appointing us as your broker 34 KB Download
Broker Appointment Letter Cancel Appointing us as your broker 34 KB Download
Broker Client Authority Appointing us as your broker 33 KB Download
Broker Fees Consent Giving us your consent to act on your behalf 34 KB Download
Broker Investigation Allowing us to investigate your current policies 33 KB Download
Checklist for Disclosures Allowing us to investigate your current policies 33 KB Download
Client Consent – Jaco Rupping Giving us your consent to act on your behalf 34 KB Download
Client Consent – Wessel Rossouw Giving us your consent to act on your behalf 34 KB Download
Client Authority Record of Advice Advice given to client 51 KB Download
Disclosure Notice to Sign Disclosing information about John Roe Brokers 47 KB Download
Proposal Quotation Form to incept cover 47 KB Download
Replacement Product Change of insurer form 38 KB Download
BEE Certificate John Roe Brokers CC 2018 Certificate 211 KB Download
Company Profile John Roe Brokers Company Profile 3,28 MB Download
Needs Analysis Assessing client’s needs 46 KB Download
Record of Advice Advice given to client 51 KB Download