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Liberty Funeral Plus

Funeral Cover

This process is for the Liberty Funeral Plus Plan. An RPA is only required if an investment is being processed simultaneously.

Conditional Documents

Is a new investment being taken out at the same time as this funeral plan?

Yes

No

Is a RAR (Replacement Advice Record) applicable (e.g., replacing another risk policy)?

Yes

No

Is a new investment being taken out at the same time as this funeral plan?

Yes

No

Document Checklist (10 selected)

Advisor/Client Generated

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Electronic Signed Application Summary

Proof of Address

3 Months' Payslips

Provider Form

Updated Disclosure Letter

UCF (Client Declaration Form)

Advice Fee Mandate

Natural FICA Form