Professional indemnity insurance request for solicitors


Firm Details

Contact Name
E-mail address
Telephone No
Name of Firm
Address of Principal Office
Number and location of other offices
Does the firm undertake any work in the USA or for clients based in USA?
Date Established
Number of partners at 01/09/2001
Equity
Salary

If sole partner: 
your current age :
no of years a partner (of any firm):


 
Number of assistant solicitors
Number of other staff (in secretarial)

Fee Income

Gross Fees last Return to Law Society £
Estimated fees NEXT Return £
Has fee income changed by > 20%
in last 3 years? If yes provide income
for earlier two years.

£
£

Work Breakdown (Last financial year)

Work Type

% (must total 100%)

Conveyancing Commercial
Conveyancing Residential
Property Selling and Valuations
Landlord and Tenant
Town and Country Planning
Intellectual Property
Trust and Probate
Matrimonial
Commercial work (EX Mergers and acquisitions)
Mergers and Acquisitions
Debt Collection
Agency Advocacy
Criminal
Personal Injury
Defendant Litigation for Insurers
Other litigation
Other

Risk Management

a) is a 'critical date' diary system in operation?
b) Is the practice accredited or in the process of being
accredited to BS EN ISO 9000 or Lexcel?
c) Is the work of assistant solicitors supervised by a partner
and subject to regular review meetings?
d) Are all telephone conversations subject of a note on file?

Claims and Circumstances ( last 10 years)

Please give details of all claims paid or reserved below. You may fax your SIF Claims summary and details of extra claims to 01708 721306 - stating your request for a quotation - please enclose firms details so we can tie up.
Year Claimant Amount
Paid
Amount
Reserved
Quantum
Estimate
Work
Type

Details

£ £ £
£ £ £
£ £ £
Are you aware of any 'circumstances' (including complaints by clients about your firm's professional services) which may lead to a claim against you which you have not already notified to SIF
If YES please fax details

Insurance Details

Limit of indemnity Required
Excess Required £
Aggregate Excess required
Last Years SIF premium £
Date by which quote needed

Basis of the contract

I/we declare that after full enquiry of all Partners and staff, all claims and circumstances which may give rise to a claim have been reported to SIF and that the statements and particulars of this declaration are true and complete. I/we agree this declaration and any other information supplied by me/us shall form the basis of any contract of insurance effected thereupon. I/we undertake to inform Insurers of any material alterations to these facts occurring before completion of the renewal of my/our contract of insurance.

  
     

 

landlords insurance