Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

Search for a document

Search help

We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Business Protection - Adviser Portal Library - Business Life Insurance Options

Admin Forms

Title Reference Other versions
Business Protection Life Insurance Options-Renewal or conversion of a business life insurance policy (744kb) AL15011 Black & white document for Business Protection Life Insurance Options-Renewal or conversion of a business life insurance policy (744kb)
Business change benefit application form - additional cover for key person, business or shareholder protection (661kb) AL15012.PDF Black & white document for Business change benefit application form - additional cover for key person, business or shareholder protection (661kb)
Policy change application form - for business life insurance (1164kb) AL15013 -
ALPS business protection Data Capture and Application (1701kb) AL99017 -
Access to Medical Reports Declaration (for ALPS products only) (518kb) AL99021 Black & white document for Access to Medical Reports Declaration (for ALPS products only) (517kb)
ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover) (634kb) AL99035 Black & white document for ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover) (634kb)
ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover) (570kb) AL99036 Black & white document for ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover) (570kb)
Specimen Agreement (630236160kb) PT14079 -
Partners or Director-Shareholder Trust Application (570kb) PT14011 Black & white document for Partners or Director-Shareholder Trust Application (570kb)

Brochures & Guides

Title Reference Other versions
Protection Occupation Guide (522kb) AL99138 -
Business life insurance options - at a glance (120kb) AL15006 Black & white document for Business life insurance options - at a glance (117kb)
Business Life Insurance Options - a guide to the tax advantages (122kb) AL15007 Black & white document for Business Life Insurance Options - a guide to the tax advantages (119kb)
Business Life Insurance Options - in focus (265kb) AL15008 Black & white document for Business Life Insurance Options - in focus (262kb)
Business Life Insurance Options - the business case for business protection (750kb) AL15009 Black & white document for Business Life Insurance Options - the business case for business protection (542kb)
Why choose us for business protection (133kb) AL98015 Black & white document for Why choose us for business protection (130kb)
Process Guide for Business online trusts (4374kb) AL99179 Black & white document for Process Guide for Business online trusts (2826kb)
Reasons why - client suitability letter (100kb) AL98044 Black & white document for Reasons why - client suitability letter (94kb)
Our High Value team (2142kb) AL98059 Black & white document for Our High Value team (428kb)

Policy Conditions

Title Reference Other versions
Business Life Insurance Options Policy Conditions (285kb) AL15004 Black & white document for Business Life Insurance Options Policy Conditions (282kb)

Policy Summary

Title Reference Other versions
Business Life Insurance Options Policy Summary (205kb) AL15005 Black & white document for Business Life Insurance Options Policy Summary (202kb)