Client Survey

Full Name*

Email*

Phone*

Company Name*

Do you have employees who are fundamental to maintaining the growth and profitability of your business?

Are you paying for your family life assurance through your personal bank account?

Do you have a Partnership/Shareholder Agreement?

Would the loss of a Key Person have a severe impact on repaying debts or Director loans?

Do you have a written exit strategy or succession plan for your business?

Does the company have group protection in place?

Do you have any other comments or important information you'd like to share?

Marketing by

4 Barrack Street

Hamilton

ML3 0DG