Documents
Important information for our clients.
Please read these documents before engaging us. They explain our services, how we handle your information and what we need from you.
Financial Services GuideWho we are, the services we provide, how we are paid and how to make a complaint.Download PDF (opens in a new tab)
Privacy Statement & Duty of DisclosureHow we collect, use and protect your personal information, and what you need to tell insurers before cover starts.Download PDF (opens in a new tab)
Terms of EngagementThe terms on which we act for you, including our responsibilities and yours.Download PDF (opens in a new tab)
Uninsured RiskRisks your insurance program may not cover, and how to confirm cover you have decided not to take.Download PDF (opens in a new tab)
Documents open as PDF files in a new tab. Need a printed copy or another format? Call 1300 565 622 and we'll send one to you.
Questions
Not sure what a document means for you?
Our brokers can walk you through any of these documents and how they apply to your cover.