Get Proposal Form 2018 - Praktis

Filling out the Proposal Form 2018 - PRAKTIS online is an essential process for legal practitioners seeking professional indemnity coverage. This guide provides clarity and support in navigating each section of the form, ensuring accurate and complete submissions.

Follow the steps to successfully complete the Proposal Form.

1. Click the ‘Get Form’ button to acquire the Proposal Form 2018 and open it for completion.
2. Begin by detailing the 'Details of Firm' section. Enter the name of the firm, date established, correspondence address, telephone number, fax number, email address, and GST Registration number in the respective fields.
3. Proceed to 'Details of Legal Practitioners.' Indicate whether they are a Sole Proprietor, Partner, Consultant, or Legal Assistant, and provide the full name and Annual Certificate number accordingly.
4. Complete the 'Details of Previous Practice' for each legal practitioner listed in the previous section. Include their previous firms, dates of employment, and positions held.
5. In the 'Non-Admitted Staff' section, include details of staff excluding those named previously. Mention the number of non-admitted staff and provide full names and positions.
6. Enter the 'Gross Legal Fee Income' from the last financial year and the estimated income for the current year. Break down into gross legal fees and specific amounts from clients based in the USA or Canada, if applicable.
7. For the 'Nature of Work,' estimate the percentage of work across various categories based on total gross annual legal fees from the last financial year. Ensure the total equals 100%.
8. Answer the 'Claims Experience' questions, fully disclosing any claims made against the firm or listed legal practitioners since January 1, 2013. Provide additional details if necessary.
9. Address any 'Circumstances which may reasonably be expected to give rise to a claim.' Respond accordingly and include necessary details.
10. If applicable, indicate your interest in ‘Top-Up quotations’ for additional limits of indemnity.
11. Indicate your preference for 'RISK MANAGEMENT' material and how you would like it to be received.
12. Once all fields are completed, review your answers for accuracy. Then, sign the declaration, including the date and firm’s stamp where required.
13. Finally, save your changes, download a copy of the form, print it for your records, or share it as needed.

Complete your Proposal Form 2018 - PRAKTIS online today to ensure your professional indemnity coverage.