Useful Documents

We have listed below a selection of useful documents concerning our work. These include a number of formal regulatory documents that as a firms of insurance brokers we are required to provide to our clients. There are also newsletters, literature and helpful information that you are free to view, download and print-off at your convenience.

If you have any questions about any of these documents, please contact our office.

* 'Click' the document title link to view

Formal Documents:

• Terms of Business

• Treating Customers Fairly

• Complaints Procedures

• Duty of Disclosure & Fair Presentation

Useful Information

• GDPR Compliance

• Our Team Members’ Contact Details

• Social Engineering - A Guide

• Cyber Security - Weblinks and Acronyms

• Cyber Security Cover

Literature/Guides

• Henry F Dodds - Our History

• The 'Principals' of Commercial Insurance

• Valuing your Treasured Possessions

Contact us today for advice and a quote.