| 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 |
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| 4) Please confirm if
you are a member firm of any on the following |
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| 5) Have you ever, or do you
propose to undertake work in any of the following |
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| 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 |
|
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| 9) Please enter your email address |
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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 |
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| * I Have read and understood all the questions and made changes where appropriate? |
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