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Professional Indemnity for Accountants
 
1) Please enter your gross fee income for the last 12 months trading (or anticipated income if a new business) £
2) Please confirm current Insurer (If none - select none)
3) Do at least 50% of the Directors/Partners of the Proposer hold relevant qualifications, or have at least 3 years relevant experience? Yes No
4) Please confirm if you are a member firm of any on the following
5) Have you ever, or do you propose to undertake work in any of the following
   a) Insolvency, liquidations, receiverships, mergers, acquisitions, disposals, or financial services advice? Yes No
   b) Work for quoted companies, banks, insurance companies Lloyd's syndicates, Lloyd's members agents, Lloyd's managing agents or insurance companies? Yes No
   c) High profile entertainment or sports stars earning more than £500,000 per annum? Yes No
   d) Off-shore companies, including investment vehicles/funds? Yes No
6) Have you ever advised a client directly, or recommended a client to seek specialist tax mitigation advice such as film industry investment, venture capital trusts (VCT) or similar tax mitigation schemes? Yes No
7) Have you ever, or do you propose to undertake work where you accept liability other than under the jurisdiction of UK Courts? Yes No
8) Have you or your company suffered any claims during the past 5 years, or are you aware of any circumstance which might give rise to a claim against the company, any predecessor or any past or present Director/Partner? Yes No
9) Please enter your email address
10) What level of cover do you wish to purchase?
Please note, for ICAEW members your minimum limit of indemnity for any one claim and in total must be equal to two and a half times your gross fee income
* I Have read and understood all the questions and made changes where appropriate?
   
 
 

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