Is a signature required on a proposal form or direct debit mandate?
A. No, as a statement of fact document has replaced the proposal form, there is no need for a signature. By accepting the policy documentation your client has confirmed the details are correct and true. If the premiums are paid monthly, complete the details online instead of completing a direct debit mandate.
Related Questions
- I have printed the Statement of Fact/Proposal Form, Direct Debit mandate, New Business Schedule and Employers Liability Certificate in my office how do I get a Policy Document to go with it?
- Is a signature required on a proposal form or direct debit mandate?
- What is the signature process for the proposal routing form?
