Follow the steps to fill out the proposal form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin with the general information section. Here, provide the name of the insured, the address of the principal office, postal address, date of establishment, and website address. Ensure all information is accurate and complete.
3. In the staff and partners section, list the details of all principals, partners, or directors. Include their names, dates of birth, years of becoming partners or directors, and relevant qualifications. Indicate if cover is required for any professional activities prior to joining the business.
4. For the activities section, report your total gross income for the last five years, broken down by region (UK, USA/Canada, elsewhere). Include the percentage split of total gross fees received across different architectural services.
5. In the claims information section, disclose any loss through fraud or dishonesty, and provide details about any past or present allegations against any member of the firm. Include information about previous claims or circumstances that may lead to a claim.
6. Complete the previous insurance section by indicating whether the firm has had Professional Indemnity insurance previously. If yes, provide renewal dates, limits of liability, and any claims history.
7. Specify the limit of liability and retention (excess) required in the appropriate section. Choose the appropriate levels based on your firm's needs.
8. Finally, complete the declaration section. Ensure you sign and date it, clarify your authority to sign (e.g., Principal, Director, Partner), and review all statements for accuracy before submission.
9. After filling out all sections, you may save changes, download, print, or share the completed form as necessary.

Complete the Allianz Architects Pi Proposal Form online today to ensure your professional indemnity coverage.