Name of Organisation:
Contact name:
Contact email address:
Please retype the Contact email address here, to reduce the risk
of errors:
Contact phone number:
Important Note
The quotation offered by the Company on receipt of this Proposal will
assume that the Minimum Standards in respect of supervision, accounting
procedures, and for checking the security of money and goods together
with the requirements for taking up references for new employees comply
with the Minimum Standards of Control and the References Condition,
which should be downloaded and retained by you.
Please right-click on these links to download:
download as
Word document (size: 40KB) | download
as PDF file (size: 76KB)
This Summary of Cover is designed
as a guide only to the cover provided. Full details can be obtained
from Keegan and Pennykid (Insurance Brokers) Ltd.
Theft by Employee and/or Volunteer
Covers:
losses caused by an act of fraud or dishonesty of an employee
including Auditors Fees incurred in substantiating the amount
of a claim.
the cost of rewriting or amending software program which is
necessary following a claim to avoid recurrent loss
Please note the following points:
Cover is provided on an all employees and volunteers basis.
Choice of £50,000 or £100,000 Limit of Indemnity
available.
The Limit of Indemnity is 'any one claim'; one claim consists
of all amounts stolen by an insured person or insured persons
acting in collusion throughout the whole period of cover.
Cover will be subject to the agreement of minimum standards
of control in respect of supervision, accounting procedures
and checking the security of money or goods.
1.
Please state the Limit of Indemnity required for any one claim:
2.
Please state:
a) estimated annual wages and salaries of all employees
b) total number of employees
c) total number of volunteers
3.
Has there been occasion to question the honesty of any Insured Person
to be insured, during the past 5 years?
If 'Yes' please give details:
4.
Do you use any form of Electronic Funds Transfer?
If 'Yes' please give full details of the Systems in use (eg HOBS,
Royline or similar) and the security
5.
Are any of your Accounting, Salary or Purchasing functions
computerised?
If the answer to 5 is 'Yes', please give details:
If 'Yes', please also answer the following questions:
a) Are security checks built into your computer operations?
b) Is your computer security examined by external auditors?
c) Has a security firm vetted your computer security?
6.
In respect of any of the risks to which this Proposal relates and any
organisation in which your personnel have been engaged, have there been
any losses or claims within the last 5 years, whether insured or not?
If 'Yes' please give details of:
a) date [dd/mm/yyyy]
b) circumstances
c) amount
d) steps taken to prevent a recurrence
Please check the wording of this Proposal and the data
you have entered carefully before proceeding by clicking on the 'continue
to next stage: final check' button, below. Clicking on the button will
not submit your details yet, but will cause another page to
load.
The new page that loads will give you a chance to check your data again,
and if you need it you will get another opportunity to make changes
before finally sending the data.
If you notice an error shortly after sending the data (when you see
the page that invites you to print the submitted data out for your records)
you can resubmit a corrected version. After submitting, you can try
using your browser's Back button to return to the form. If you are lucky,
the data might still be displayed, which would save you typing it all
in again.
If you resubmit in this way, please also indicate this here:
Are you resubmitting this form after making a change to a recent
submission?
If you only notice an error later and it's too late to
go back and resubmit, or you find that the data has disappeared from
the form when you return to it, please make a copy of your printed record
and fax it to us along with an indication of the change(s) you wish
to make.
Alternatively, please call us on (0131) 225 6005 and
explain the change(s) you would like us to make for you.
Please note that in such circumstances we may have to send you a form
to fill in on paper and sign in order to confirm changes.
