ISI Pamphet available now

[ Monday, 28 June 2010 ]

Replacement policies
ISI pamphlet



ISI pamphlet - Your old policy may have more life in it than you think.
Recently, we notified you of new ISI rules relating to replacement life business.

With effect from 1 July, if you are discussing the replacement of any life risk policies with clients, you must hand the life insured a copy of the above pamphlet. You must also complete, in full, the "Replacement Policy" form in the risk proposal.

These pamphlets can be ordered via the stationery order system (Premier Print) on the Adviser web site from today. Alternatively, you can print your own copy from the Adviser web site -  you will find this under the forms and templates tab.

Click here to view the pamphlet.

Roy Norris
National Sales Manager




28 June 2010

This email was sent by Fidelity Life Assurance Company Limited, 81 Carlton Gore Road, Newmarket, Auckland 1023.
While Fidelity Life Assurance Company Limited (Fidelity Life) has made its best endeavours to ensure the information in this Marketing Flash is accurate, neither Fidelity Life nor any company or person associated with the document takes any responsibility for any incorrect or outdated information contained herein or for actions taken as a result.  In preparing the email, the author has not taken any individual investor's personal circumstances into account and this email should not be relied upon as the basis for an investment decision.  This email is intended for Fidelity Life advisers only and is not to be distributed to members of the public.  This email is not a recommendation or an offer of securities under the Securities Act 1978.  Investments will be accepted only on the application form in the investment statement, a copy of which can be obtained free of charge from Fidelity Life. No part of this email can be copied or reproduced without the prior permission of Fidelity Life.
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