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Sarah Crowther
WO
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Harrison Household
s7_ongoing_review
Compliance
4/6
Fact Find
0/100
Documents
2 on file
Meetings
today
Protection policies
No protection policies recorded yet.
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Policy type
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Life cover
Critical illness
Income protection
Family income benefit
Whole of life
Private health insurance
Buildings insurance
Contents insurance
Accident & sickness
Key person / business protection
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Status
Active
Lapsed
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In payment
Claimed
Provider
Policy reference
Sum assured (£)
Monthly premium (£)
Premium frequency
Monthly
Quarterly
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Annual
Annual premium (£)
Premium loading (%)
Underwriting status
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Standard rates
Rated (higher premium)
Impaired life
Declined
Commencement date
Renewal date
Expiry / end date
Income protection (if applicable)
Definition of incapacity
Not applicable
Own occupation
Any occupation
Deferred period (months)
Exclusions / special terms
Policy written in trust
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DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
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