Documents

Terms of Business: TOB 2020

Privacy Notice Statement: Privacy Notice Statement 2020

Schedule of Fees: Schedule of fees September 2020

Remuneration Policy Professional Fees Wexford Insurances: Remuneration Policy

Important Documents

• Letter of  Authority
• Transfer of Agency
• Income protection enquiry form
• Planning fact find for business protection
• Death In service –  group risk data schedule
• Income protection – group risk data schedule
• Sample budget
• Financial planning fact find
• Income protection guide
• Risk Assesment fact find
• Estate Planning fact find
• Life Cover
• Specified Illness information
• Mortgage Protection information
• Life Cover Savings
• Homemaker Protection

Important points to note:

• The above forms are not proposal forms and they do not constitute an offer of insurance cover.  They simply provide Wexford Financial Services Ltd. with the information required to provide you with an accurate quote.

• Any information supplied is strictly confidential and will not be divulged to third parties.