ACCOUNTANTS & Bookkeepers Online enquiry form 

General Details
Name *
Cover Start Date *
Cover Start Date
Turnover Split by Activity
Supplementary Questions
Have services ever been or are services provided to public companies? *
Have services ever been or are services provided to financial institutions, insurance companies, Lloyds syndicates, funds, offshore entities, sports clients, celebrity clients or related to tax efficient schemes, tax mitigation schemes, film financing, including acting in an introducer capacity? *
Has authorisation ever been granted for investment business by the Prudential Regulatory Authority or Financial Conduct Authority (or their predecessors) to provide any services related to financial service advice, the sale and or arrangement of any financial products, including but not limited to pensions, endowments, mortgages or investment products, including acting in an introducer capacity only? *
Does the principal, partner(s) or director(s) of the proposer hold relevant qualification(s) or have a minimum of two years relevant experience for the activities to be insured? *
Are services ever provided without drawing up terms of engagement or contract, including any changes, specifying the work to be undertaken and the extent of your responsibility in writing? *
Has there ever been previous disciplinary action taken by an outside professional or regulatory body? *
Does the proposer ever employ staff without performing background checks prior to them being employed? *