Important
Documents
This list is comprehensive. Kindly consult your email for the enclosed documents.
Details the cost of your policy, including Fire Service Levy (where applicable), all statutory charges and fees.
Tax Invoice
Outlines your coverage particulars, including the period of cover, sums insured, and policy excesses. This must be read together with the current Product Disclosure Statement/Policy Wording as a complete contract.
The Schedule may also set out your answers to questions that may be relevant to the decision of an insurer to accept the section (refer to your duty of disclosure) and the insurance covers that you require us to attempt to arrange.
Please review the information and advise our office immediately if any of the details are incorrect or incomplete in accordance with your duty of disclosure.
Schedule Of Insurance
Product Disclosure Statement
The Product Disclosure Statement (also known as a Policy Wording) is an important legal document that forms part of your insurance contract. It gives a complete description of the terms and conditions of the insurance policy.
Terms of Engagement
This document confirms our engagement as your Insurance Broker. We write to confirm how and on what terms we will manage your general Insurance needs.
The Confirmation Of Answers document discloses answers we provided to the Insurer on your behalf. Please carefully check the information to ensure that it is accurate and up to date. Contact us immediately if there are any changes required.
Confirmation Of Answers
If requested, please complete, and return the attached Proposal Form. Your Proposal Form may be partially completed with the information you previously provided our office. Please carefully check the information to ensure that it is accurate and complete the remaining sections.
Proposal Form
Financial Services Guide
This explains who M & M Insurance Services are, the services we offer and how we are remunerated.
Our Premium Funders allow premiums to be paid by the month. Should you wish to proceed, please click on the acceptance link within the Premium Funding attachment and follow the online instructions on the Funder's secure site. You may also accept the offer by completing either the bank account details or credit card information, signing and returning the form to our office.
Premium Funding Quotation/Application
Policy Comparison
LMI Policy Comparison provides an up-to-date comparison of general insurance policies. This document helps you compare features, benefits, and limitations of cover between selected Insurers. LMI has experienced researchers who continually compare personal, commercial, and rural products across the market, including direct insurers, intermediaries, and underwriting agencies.
Details the cost of your policy, including Fire Service Levy (where applicable), all statutory charges and fees.
Tax Invoice
Outlines your coverage particulars, including the period of cover, sums insured, and policy excesses. This must be read together with the current Product Disclosure Statement/Policy Wording as a complete contract.
The Schedule may also set out your answers to questions that may be relevant to the decision of an insurer to accept the section (refer to your duty of disclosure) and the insurance covers that you require us to attempt to arrange.
Please review the information and advise our office immediately if any of the details are incorrect or incomplete in accordance with your duty of disclosure.
Schedule Of Insurance
Product Disclosure Statement
The Product Disclosure Statement (also known as a Policy Wording) is an important legal document that forms part of your insurance contract. It gives a complete description of the terms and conditions of the insurance policy.
Terms of Engagement
This document confirms our engagement as your Insurance Broker. We write to confirm how and on what terms we will manage your general Insurance needs.
The Confirmation Of Answers document discloses answers we provided to the Insurer on your behalf. Please carefully check the information to ensure that it is accurate and up to date. Contact us immediately if there are any changes required.
Confirmation Of Answers
If requested, please complete, and return the attached Proposal Form. Your Proposal Form may be partially completed with the information you previously provided our office. Please carefully check the information to ensure that it is accurate and complete the remaining sections.
Proposal Form
Financial Services Guide
This explains who Prelis Insurance Solutions are, the services we offer and how we are remunerated.
For your convenience, your premium funding agreement arranged previously has been renewed for a further year using your existing bank account/credit card details. Attached is a copy of your Premium Funding Renewal Contract, which details your required payments, the funded policy/ies, and terms & conditions.
Should you wish to pay your upcoming renewal using a different payment method, please contact our office immediately so that we may cancel this arrangement prior to your first instalment being deducted.
Premium Funding Renewed
Our Premium Funders allow premiums to be paid by the month. For your convenience, please find attached a quotation/application for your consideration. Should you wish to proceed, please click on the acceptance link within the Premium Funding attachment and follow the online instructions on the Funder's secure site. You may also accept the offer by completing either the bank account details or credit card information, sign and returning the form to our office.
Premium Funding Offer
Monthly Instalments Renewed (Direct with Insurer)
For your convenience, your monthly instalment arrangement with your Insurer has been renewed by our office for a further year using your existing bank account/credit card details. Please refer to your Tax Invoice and Schedule Of Insurance for additional information and an instalment schedule.
Should you wish to pay your upcoming renewal using a different payment method, please contact our office immediately so that we may cancel this arrangement before your first instalment is deducted.
LMI Policy Comparison provides an up-to-date comparison of general insurance policies. This document helps you compare features, benefits, and limitations of cover between selected Insurers. LMI has experienced researchers who continually compare personal, commercial, and rural products across the market, including direct insurers, intermediaries, and underwriting agencies.
Policy Comparison
Find out more
Every business is different - which means you need an insurance solution that is tailored for you. For more information, contact us today.