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Welcome to Emsons Professional Indemnity Quotation Form |
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Please note this form is for submitting details of your insurance risk to us. It does not in turn provide you with any automatic quotation or any cover.
Any quotation that we subsequently offer on the basis of information that you have supplied will be confirmed to you by post or telephone. NO COVER will be in force unless we notify you.
We may require additional information from you in order to prepare a quotation in which case you will be notified in writing, by email or post.
Any quotation request you have submitted will be verified with you prior to any contract coming into force.
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| Please complete the sections as directed |
| There is a submit button at the end of the form to mail it to us. |
| You will automatically be sent a copy of the form by e-mail, but if you wish to print before sending, please press CTRL + P before submitting the form |
| The information you supply may form the basis of any policy subsequently quoted, it is important that the information is both correct and as comprehensive as possible. |
Wherever you see this means that there is further information to view from our technical archive. |
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Any quotation submitted to Emsons will be verified with the Client before any cover is granted or any liability to
pay any premium is incurred.
Any policy that this quotation form may apply to is written under UK Jurisdiction.
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| Section 1 - General Details |
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| Name of firm, company or individual | |
| Head Office Address | |
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| Please advise if you have other offices |
YesNo |
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| Date when first established | |
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| Section 2 - Staff Information |
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| Director / Partner / Principle 1 |
| Name | |
| Qualifications / Year Obtained / How long a Director/Partner/Principle of this firm or company | |
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| Director / Partner / Principle 2 |
| Name | |
| Qualifications / Year Obtained / How long a Director/Partner/Principle of this firm or company | |
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| Director / Partner / Principle 3 |
| Name | |
| Qualifications / Year Obtained / How long a Director/Partner/Principle of this firm or company | |
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| Director / Partner / Principle 4 |
| Name | |
| Qualifications / Year Obtained / How long a Director/Partner/Principle of this firm or company | |
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| Director / Partner / Principle 5 |
| Name | |
| Qualifications / Year Obtained / How long a Director/Partner/Principle of this firm or company | |
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| Director / Partner / Principle 6 |
| Name | |
| Qualifications / Year Obtained / How long a Director/Partner/Principle of this firm or company | |
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| WE MAY REQUIRE CV'S IN SOME CASES - WE WILL ADVISE YOU ACCORDINGLY |
| Are you connected or associated (financially or otherwise) with any firm, company or organisation? |
YesNo
If YES, please give details:
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| Please give total numbers of: |
| Partners/directors/principles | |
| Qualified Staff | |
| Other Staff (ex admin) | |
| Administrative Staff (typists etc.) | |
| Contract hired staff | |
| Please provide a full description of all your activities: | |
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| Please categorise the activities outlined above, and indicate the approximate percentage of the gross income/fees each one represents | |
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| Do you anticipate any major changes in these activities in the forthcoming 12 months? |
YesNo
If YES, please supply full details:
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| Are you involved in any process of manufacture, construction, alteration, repair, installation or sale or supply of products, other than a pure consultancy capacity as described above? |
YesNo
If YES, please supply full details:
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| Section 3 - Financial Information |
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| Please give the amount of gross income/fees for the last 3 financial years, and also an estimate for the current financial year: |
| Year | |
| U.K. | |
| Overseas excluding U.S.A/Canada | |
| U.S.A / Canada | |
| Year | |
| U.K. | |
| Overseas excluding U.S.A/Canada | |
| U.S.A / Canada | |
| Year | |
| U.K. | |
| Overseas excluding U.S.A/Canada | |
| U.S.A / Canada | |
| Current Year | |
| U.K. | |
| Overseas excluding U.S.A/Canada | |
| U.S.A / Canada | |
| Please give date of your financial year end | |
| Please provide the following information relating to the 3 largest projects you have been involved with during the last 12 months |
| Project 1 |
| Description | |
| Country of work | |
| Client's name | |
| Contract value | |
| Date contract commenced | |
| Date contract finished | |
| Project 2 |
| Description | |
| Country of work | |
| Client's name | |
| Contract value | |
| Date contract commenced | |
| Date contract finished | |
| Project 3 |
| Description | |
| Country of work | |
| Client's name | |
| Contract value | |
| Date contract commenced | |
| Date contract finished | |
| Do you work other than from your U.K. offices? |
YesNo |
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| Do you accept liability other than under the jurisdiction of the U.K courts? |
YesNo |
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| If you have answered YES to either of the previous two questions please give full details (i.e. list the jurisdictions and amount of work therefrom etc.) | |
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| Do you use a standard form of contract, agreement or letter of appointment? |
YesNo |
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| If YES please enclose a copy as an attached file or fax on 01883 621430 |
| Is any work put to sub-contractors? |
YesNo
If YES please give full details
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| Do you require sub-contractors to carry insurance and for what limits? |
YesNo
If YES please give full details
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| What percentage of your fees are paid to sub-contractors? | |
| (NOTE: Underwriters retain rights of recourse against sub-contractors unless specifically agreed otherwise) |
| Have you previously been insured or are you currently insured? |
YesNo |
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| If YES please give the following details: |
| Name of insurer | |
| Indemnity Limit | |
| Excess | |
| Premium | |
| Date of expiry | |
| Do you require any alteration to the indemnity limit or excess level? |
YesNo
If YES, please give details
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| Have any claims alleging negligent act, error or omission (successful or otherwise) been made against you, your predecessors in business, or any present or past partners, principal or directors? |
YesNo
If YES, have such matters been notified to current or previous insurers?
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| Are you or any of the partners, directors or principles, after having made enquiry of all appropriate staff, aware of any of the following matters? |
| Any circumstances which may give rise to a claim against you, your predecessors in business, or any past or present partner? |
YesNo |
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| The receipt of any complaints, whether oral or in writing, regarding services performed or advice given by you? |
YesNo |
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| (If yes, We may ask you for separate and specific details) |
| Should we contact yourself to obtain this information? |
YesNo |
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| Have you at any time been refused similar insurance, or quoted increased premiums or had special terms imposed? |
YesNo
If YES, please give full details
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| Do you require any of the following extensions? |
| Libel & Slander |
YesNo |
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| Dishonesty of Employees |
YesNo |
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| Loss of Documents |
YesNo |
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| Unintentional Breach of Copyright |
YesNo |
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| Unintentional Breach of Confidentiality |
YesNo |
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| If any of the above extensions are required, are you aware of any past or current claims, or circumstances which may lead to a claim in respect of any extension requested, whether insured or not? |
YesNo
If YES, please give full details
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| Section - Decleration |
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| I/We declare that the statements and particulars in this proposal are true and that I/We have not mis-stated or suppressed any material facts. |
| . I/We agree that this proposal, together with any information supplied by me/us shall form the basis of any contract of insurance effected thereon. |
| I/We undertake to inform insurers of any material alterations to these facts occurring before/during/after completion of the contract of insurance. |
| Dated | |
| FOR AND ON BEHALF OF | |
| Name of Partner, Director or Principal | |
| The completion of this proposal does not bind the Proposers or Underwriters to complete a contract of insurance |
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| You will be forwarded a copy of this form by e-mail. Please enter your address below |
| E-mail address | |
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| IMPORTANT : You must have read and accepted the terms and conditions of
the Declaration that accompanies this proposal - click here to view the
terms - CLICK
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| Have you read and understood the terms of the Declaration? |
Yes
No |
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| IMPORTANT : You must have read and accepted the terms and conditions of
the Data Protection clause that accompanies this proposal - click here to view the
terms - CLICK
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| Have you read and understood the terms of the Declaration? |
Yes
No |
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