Liberty Risk (LP)

Personal Life Cover

Additional underwriting documents may be required.

Conditional Documents

Is a RAR (Replacement Advice Record) applicable?

Yes

No

Is Proof of Income required by underwriting?

Yes

No

Is this a joint cover policy?

Yes

No

Document Checklist (8 selected)

Clear Copy of ID

Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Quotes

Updated Disclosure Letter

Data Capture Form

UCF (Client Declaration Form)

Risk Profile Analysis (RPA)