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Proposer's Full Name(s): (enter sole trader's name or all partners names if a partnership) | |
Contact Name: (if different to proposer's name) | |
Limited Company Name: (if operating as a limited company) | |
Trading Name: | |
Additional Trading Name(s) to be Insured: (if applicable) | |
Trading Status: | |
Business Address: | |
Postcode: | |
Daytime Telephone Number: | |
Mobile Telephone Number: | |
*E-Mail Address: | |
*Please note that your email address will only be used to provide you with your quote and not for any other marketing purposes. |
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Occupation/Profession: | |
Description of your work undertaken: (Please describe as fully as possible including a percentage split between each activity, (where applicable)) | |
Materials Facts |
Is any asbestos or environmental work undertaken? | Yes No |
If yes, please provide details: | |
Are contracts or terms of engagement, including any changes, not evidenced in writing, specifying the work to be undertaken and the extent of your responsibility? | Yes No |
If yes, please provide reasons: | |
Do Governmental Departmental or Local Authority contracts exceed 50% of total income? | Yes No |
If yes, please provide details: | |
Have you or your company ever failed to complete a project? | Yes No |
If yes, please provide details: | |
If no design liability has been disclosed, have any past contracts been undertaken with a design liability? | Yes No |
If yes, please provide details: (i.e. details of contract, value of contract and when the contract was carried out) | |
You do not exclude indirect and consequential losses within your contracts with clients? | Yes No |
If yes, please provide details: | |
General Questions |
Has any principal, partner or director of the company or organisation had any significant fluctuations in their income, or change in activities over the last 3 financial years, or are anticipated in the forthcoming 12 months? | Yes No |
If yes, please provide details: | |
Are contracts ever not drawn up in writing? | Yes No |
If yes, please provide details: | |
Has any disciplinary action previously ever been taken by an outside professional or regulatory body? | Yes No |
If yes, please provide details: | |
The principal, partner(s) or director(s) doesn't hold relevant qualifications or has less than two years relevant experience for the activities being insured? | Yes No |
If yes, please provide details: | |
The proposer has no established policy for checking the background of job candidates prior to them being offered the job? | Yes No |
If yes, please provide details: | |
Is cover required for any other previous business? | Yes No |
If yes, please provide details of previous business: (i.e. name of principal/partner involved, trading name of previous business, dates business operated to and from) | |
Proposer's Details |
Have you had any previous professional indemnity insurance declined, cancelled, renewal refused or any special terms imposed? | Yes No |
If yes, please provide details: | |
Has any principal, partner or director of the business ever been previously declared bankrupt, insolvent or gone into liquidation, or ever had any CCJ's? | Yes No |
If yes, please provide details: (i.e. name of principal/partner involved, amount of bankruptcy/insolvency/CCJ (£'s), date of bankruptcy/insolvency/CCJ date of discharge of bankruptcy/isolvency/CCJ, etc. | |
Has any principal, partner or director of the business ever been convicted of, or charged for a criminal offence, or received a civil penalty from the UK Border Agency? | Yes No |
If yes, please provide details: | |
Has the firm previously undertaken any project in the USA or Canada? | Yes No |
If yes, please provide details: (please include type of project, dates to and from and size of the contract) | |
Is the company registered at Companies House in the UK? | Yes No |
Number of Years Established |
How many years has your business been trading? | |
Claims Experience |
Have you, or any other partner or director (past or present) suffered any claim (whether successful or not) in the last 5 years? | Yes No |
If yes, please provide details: | |
Are you, or any other partner or director aware of any circumstances after investigation which might give rise to a claim? | Yes No |
If yes, please provide details: | |
Staff |
Number of Proprietors/Partners/Co. Directors: | |
Number of Employees: (Do not include proprietors, partners or directors) | |
Turnover |
Annual Gross Fees / Turnover (UK) (£'s): | |
Annual Gross Fees / Turnover (EU) (£'s): | |
Annual Gross Fees / Turnover (USA/Canada) (£'s): | |
Annual Gross Fees / Turnover (Rest of World) (£'s): | |
Percentage Split of Turnover Based on Design Work |
Percentage of turnover where the firm carries out construction/installation based on designs drawn up by the firm? | % |
Percentage of turnover where the firm carries out constrcution/installation based on designs drawn up by third parties appointed by the firm? | % |
Percentage of turnover where the firm carries out construction/installation based on designs drawn up by third parties not appointed by the firm? | % |
Percentage of fees for design only? (i.e. no construction element) | % |
Percentage of fees for supervisory work only? (i.e. no design or construction element) | % |
Percentage of all other turnover? | % |
Total: | 100% |
Largest Single Contract in Last 3 Years |
Please confirm the total value of your largest fee earning contract undertaken in the last 3 years (£'s): (or an estimate if the first year of trading) | |
Design & Construct Activity Split |
Percentage split of Design & Construct activities performed by your business: |
Aborted work: | % |
Architecture - New build/structural refurbishment: | % |
Architecture - Non-structural refurbishment: | % |
Building surveys non-structural / land surveys: | % |
Civil engineering: | % |
Electrical engineering: | % |
Feasibility studies / expert witness work: | % |
Heating and ventilation engineering: | % |
Interior design: | % |
Landscape / garden architecture: | % |
Mechanical engineering: | % |
Planning supervisory / CDM activities: | % |
Project co-ordination: | % |
Project management: | % |
Quantity surveying: | % |
Soil and foundation engineering: | % |
Structural engineering: | % |
Structural surveys / valuations: | % |
Town planning: | % |
Consulting: | % |
Setting out: | % |
Other (specify): | % |
Total: | 100% |
Percentage Split of Facilities/Locations and Areas of Work |
Percentage breakdown of facilities/locations and areas of work which your business undertakes: |
Airports / railways: | % |
All other leisure: | % |
Amusement parks: | % |
Arenas / stadia / amusement rides: | % |
Aviation / automotive / military / marine: | % |
Bridges / tunnels: | % |
Chemical / oil / nuclear facilities: | % |
Children's play areas: | % |
Churches / cathedrals: | % |
Cladding / glazing / curtain walling: | % |
Clean rooms: | % |
Dams / mines: | % |
Demolition: | % |
Factory / industrial: | % |
Foundations / planning / underpinning: | % |
Harbours / jetties / offshore installations: | % |
Housing schemes / developments (over 3 floors): | % |
Housing schemes / developments (under 3 floors): | % |
Mechanical and bulk handling plant: | % |
Office / retail: | % |
Pipe work / tanks / vessels / silos: | % |
Power plants: | % |
Pubs / restaurants / hotels: | % |
Roads / highways / motorways: | % |
Schools / hospitals / municipal buildings: | % |
Sewerage / water schemes: | % |
Swimming pools: | % |
Other (specify): | % |
Total: | 100% |
Professional Indemnity Cover Required |
Limit of Indemnity required: | |
Does your company currently have professional indemnity insurance? | Yes No |
Do you currently have a retroactive date for your current policy? | Yes No |
If yes, please provide the retroactive date of your current policy: | (dd/mm/yyyy) |
Additional Information |
If there is any additional information to disclose or extra cover required, please provide details: | |
You are required to make a fair presentation of the risk to insurers which means that you are required to disclose every material circumstance which you know or ought to know relating to the risk to be insured. Materially important information is any information that could influence an insurer's decision to accept your risk including the cost of your insurance. Failure to comply with the duty of fair presentation could mean that your policy is void or that insurers are not liable to pay all or part of your claim(s). By submitting this quotation you are confirming that there are no other material facts to disclose other than those shown above. |
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Renewal Date / Cover Start Date: | (dd/mm/yyyy) |
Current Annual Premium / Best Quote: | This may help us to get you a better quote |
Name of Current / Previous Insurer: | e.g. Aviva, AXA, Allianz, QBE, RSA, Zurich, etc. |