Get Business Protection Focused Fact-find - Zurich Intermediary

The Business Protection Focused Fact-Find - Zurich Intermediary is a vital tool for gathering information needed to assess business protection needs. This guide provides step-by-step instructions to help users navigate and complete the form accurately and effectively.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by providing the full name of the business, the principal client's name, and the business address. Make sure to include the registered address if it differs from the physical address.
3. Specify the type of business by selecting one of the options: Limited company, Partnership, Limited Liability Partnership (LLP), or Sole trader.
4. Enter the registered number if applicable, as well as the office telephone number, fax number, website address, email address, and business start date.
5. Answer the questions regarding the reasons for starting the business and outline short, medium, and long-term plans for its growth.
6. Complete the SWOT analysis of the business by listing its strengths, weaknesses, opportunities, and threats.
7. Fill in the details of professional advisers associated with the business, including their names, addresses, and contact numbers.
8. Provide financial details, including the number of business owners and employees, and include previous years' accounts as well as the current year's forecast.
9. Indicate the date of the last business valuation and its value.
10. Record information about each business owner, including their name, date of birth, position/role, percentage ownership, retirement date, remuneration, and smoker status.
11. Assess the business’s protection needs by responding to the series of questions regarding potential financial losses or liabilities in the event of a business owner's death or critical illness.
12. Document key person protection details for any key individuals whose absence would impact the business financially.
13. Complete the business liabilities section by listing any debts that require repayment upon the death or critical illness of a business owner.
14. Outline the business succession planning to be implemented in the event of a business owner's death or critical illness.
15. If applicable, complete the family protection section for any sole traders or interested business owners. Capture any necessary information regarding dependants.
16. Once all sections have been filled out, review the form for accuracy. Save any changes, and then download, print, or share the completed form as needed.

Complete your Business Protection Focused Fact-Find document online to ensure that you accurately capture all necessary information.