Whether you see your clients in person during the year or are comfortably managing your relationship from afar, one thing to please make sure your clients are aware of is the importance of signing and returning an acceptance form.

Whether at installation, annual review or when upselling/changing benefits on an existing structure – these forms allow us to confirm that the necessary cover is in place.

The forms need to be signed by an authorised signatory from the participating employer. In the case of Approved cover the Principal Officer of the Fund will also need to sign.

Electronic copies are sufficient, so please send them our way as soon as they are signed. If we can assist in any way to make sure these are not overlooked, please just let us know.

Thank you and regards,

The TSA Team

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All information provided is intended to inform and explain, but please remember to always check the current terms on policies when considering options and advising clients.