Key Person

IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

THE POLICY MAY NOT COVER ALL THE DEFINITIONS OF A CRITICAL ILLNESS. FOR DEFINITIONS PLEASE REFER TO THE KEY FEATURES AND POLICY DOCUMENT.

Key Person Insurance

Directors and employees with highly specialist skills or knowledge are key employees of the companies they work for. To lose one as a result of a critical illness or death can be damaging to the business. That is why taking out Key Person insurance to protect the company is a wise move.

Key Person insurances can provide several benefits. These can include:

Paying the costs of a temporary replacement
Meeting the costs of recruiting a permanent replacement
Covering the cost of death or incapacity of a key member of staff.

The full scope of cover will depend on the type of policy purchased but companies ignore the risks of losing key staff at their peril. Shareholders, bank managers, suppliers and customers may not be so laid back.

PROTECTION ENQUIRY FORM

Your Address

Cover Required

Renewable

I Would also like to consider critical illness

Lives Assured

1st Life Assured

2nd Life Assured

Marketing Information

Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on protection or mortgages products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers and Quilter Financial Planning to obtain quotes on your behalf, for example where we are providing you with mortgage or protection advice as part of our services, please tick this box.

Submit your Information

From time to time, we would like to contact you with details about our services, products, business updates and events. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you:

How should we contact you?

Telephone

Post

Yes please, I'd like to hear about offers and services.

No thanks, I don't want to hear about offers and services.

Please tick this box to confirm you have read and understood our privacy policy.

IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

THE POLICY MAY NOT COVER ALL THE DEFINITIONS OF A CRITICAL ILLNESS. FOR DEFINITIONS PLEASE REFER TO THE KEY FEATURES AND POLICY DOCUMENT.

Key Person Insurance

Key Person insurances can provide several benefits. These can include:

Paying the costs of a temporary replacement
Meeting the costs of recruiting a permanent replacement
Covering the cost of death or incapacity of a key member of staff.

PROTECTION ENQUIRY FORM

Your Address

Cover Required

Renewable

I Would also like to consider critical illness

Lives Assured

1st Life Assured

2nd Life Assured

Marketing Information

Sensitive Personal Data

Submit your Information

How should we contact you?

Telephone

Post

Yes please, I'd like to hear about offers and services.

No thanks, I don't want to hear about offers and services.

Please tick this box to confirm you have read and understood our privacy policy.

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Company address: StanfordRhodes Wealth Management Ltd, 4 Clifton Moor Business Village, York, North Yorkshire, YO30 4XG

T: 01904 215510 E: [email protected]

Stanford Rhodes Wealth Management Limited is registered in England and Wales, Number 5517447. Registered Address: 4 Clifton Moor Business Village Clifton Moor Business Village, James Nicolson Link, York YO30 4XG.

StanfordRhodes Wealth Management Ltd is an Appointed Representative of Quilter Financial Limited,which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.