FORMS / DOCUMENTS

Below are links to download our latest forms / documents.

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General Forms

Document
Broker Appointment Letter Appointing us as your broker 34 KB Download
Broker Appointment Letter Appointing us as your broker 34 KB Download
Broker Appointment Letter Appointing us as your broker 33 KB Download
Broker Investigation Allowing us to investigate your current policies 33 KB Download
Client Consent – Short Term Giving us your consent to act on your behalf 34 KB Download
Disclosure Notice to Sign Disclosing information about John Roe Brokers 47 KB Download
Client Declaration Form Declaration by the client 246 KB Download
No Analysis No analysis required by client 35 KB Download
Quick Quote Personal quick quote information 45 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

Short Term Forms

Personal / Domestic

Document
Needs Analysis Assessing client’s needs 46 KB Download
Proposal Form Form to incept cover 92 KB Download
Quote Information for quotation 45 KB Download
Record of Advice Advice given to client 41 KB Download
Household Inventory Inventory of household contents 49 KB Download
Domestic Quote Domestic Quote 39 KB Download

Business / Commercial

Document
Needs Analysis Assessing client’s needs 60 KB Download
Proposal Form Form to incept cover 43 KB Download
Record of Advice Advice given to client 51 KB Download
Commercial Quote Commercial Quote 52 KB Download

Long Term Forms

Document
Client Authority Giving us permission to act on your behalf 43 KB Download
Client Service Agreement Form Long term insurance service agreement 48 KB Download
FNA Capture Form Financial Needs Analysis 59 KB Download