Insurance distribution

Featured guidance
Insurance distribution guidance:

1 Client’s demands and needs What risk does the client need to insure and why?[Describe the risk the client needs to insure and why] What checks have you made to...

Precedents

Click here for the Precedent Insurance analysis spreadsheet. This Precedent Insurance analysis spreadsheet is intended for law firms and is presented in Excel. It can be...

Precedents

As a general rule, law firms are not permitted to engage directly in insurance distribution activities, unless they are licensed by the FCA. This Practice Note focuses on...

Practice Note

This Practice Note has been archived and is not maintained. It relates to the insurance mediation regime applying to law firms before 1 October 2018. For the regime...

Practice Note

After-the-event costs insurance [Explain what sort of insurance contract you are recommending, eg ‘We have recommended that you purchase after the event legal expenses...

Precedents

[Insert type, eg Title indemnity] insurance [Explain what sort of insurance contract you are recommending, eg ‘We have recommended that you purchase Title indemnity...

Precedents

This Practice Note explains additional regulatory requirements that apply when you introduce a client to a third party for financial services, including regulated...

Practice Note

This Practice Note explains additional regulatory requirements that apply when you introduce a client to a third party for financial services, including regulated...

Practice Note

We have reached a stage in your matter where we believe it would be in your best interests to buy [insert type of insurance]. We have suggested you buy the insurance from...

Precedents

We have reached a stage in your matter where we believe it would be in your best interests to buy [insert type of insurance] from [state name of third party to whom you...

Precedents

We have reached a stage in your matter where we believe it would be in your best interests to buy [insert type of insurance] from [state name of third party to whom you...

Precedents