Disclosures & Forms

By law we are required to make disclosures of specific issues when dealing particularly with new clients. The disclosures, as made, relate to the company itself and also personal disclosures as relating to Phil Jones. These disclosures are available from the links below, together with review and servicing agent authorisations, which we may need new clients to execute to enable us to obtain information on your existing policies. Without signed authorisation from the policy owner, all the insurance companies are prohibited by the Privacy Act from supplying any details to us of your existing covers.

Disclosure Statement Supplementary Disclosure Statement

The matrix below provides the most commonly requested forms of the companies we represent. Should you wish to obtain any of these forms, please click on the appropriate box and download the form to your printer.

	Claim Medical	Claim Disability	Lost Policy Declaration	Memorandum of Transfer	Direct Debit Authority	Credit Card Authority
AIA	Form	Form	Form	Form	Form	Form
AMP	0800 808 267	0800 808 267	Form	Form	Form	0800 808 267
Asteron	0800 737 101	0800 737 101	0800 737 101	Form	Form	Form
Cigna	0800 900 047	0800 900 047	Form	Form	Form	Form
Fidelity	n/a	0800 754 754	Form	Form	Form	0800 754 754
OnePath	n/a	0508 464 999	0508 464 999	Form	Form	Form
NIB	Form	n/a	0800 123 642	0800 123 642	Form	Form
Partners Life	Form	0800 145 433	Form	Form	Form	Form
Sovereign	Form	Form	Form	Form	Form	Form