Record of Advice

The details below are a summary of the recommendations that was prepared for me, with the relevant information provided.
As the client, I hereby confirm, that I provided all appropriate and available information regarding my financial situation.

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Name and Surname:

ID Number:

Email Address:

Cell Number:

1. Life Cover

Do you require Life Cover?

Required Life Cover Amount (R):

Products considered:

Products selected:

Recommended Amount (R):

Amount Accepted (R):

2. Disability

Do you require Disability Cover?

Disability Lump Sum Cover (R):

Monthly Income Protection (R/month):

Waiting Period (days):

Products considered:

Products selected:

Recommended Lump Sum (R):

Accepted Lump Sum (R):

Recommended Monthly (R):

Accepted Monthly (R):

3. Dread Disease

Do you require Dread Disease Cover?

Dread Disease Amount (R):

Products considered:

Products selected:

Recommended Amount (R):

Accepted Amount (R):

I hereby agree to review my financial situation in 12 months or as requested by me in writing.

I confirm that an analysis was done, based on the information provided, and that a motivation as to the reasons for the financial product/s were recommended, and the relevant quotations was provided in writing. Should my financial needs change, I take the responsibility to update my benefits and my insured amount accordingly to my benefits and risk amounts needed.

Client Signature:

Record of Advice

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1. Life Cover

2. Disability

3. Dread Disease

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