Get Pms Form

Filling out the Pms Form online is a straightforward process that helps you request agency creation with protection providers. This guide provides step-by-step instructions for completing each section of the form with clarity and ease.

Follow the steps to complete the Pms Form effectively.

1. Click ‘Get Form’ button to obtain the Pms Form and open it in your online editor.
2. Begin with Section 1 & 2, which includes your firm contact details. Fill in the fields for firm name, phone number, primary contact, fax number, email address, and website address. Additionally, provide both the firm trading address and registered address.
3. In the Firm Details section, indicate your business structure by selecting the appropriate option: sole trader, partnership, limited liability partnership, or limited company. Provide your FCA number and answer whether you currently write protection business, along with your current or anticipated turnover.
4. Proceed to Section 3, where you will select your enhanced protection rate options. Tick the box next to the option you require, and if applicable, specify your preference for the agency setup terms in the provided designated space.
5. Review the Short Form Terms and Conditions in Section 4. Make sure to read and understand the stipulations regarding the commission and services before proceeding.
6. In the signature section, ensure that the principal of your firm signs and dates the Pms Form. Include their name and position within the firm.
7. After completing all sections, save your changes. You have the option to download, print, or share the form as needed.

Start your journey by completing the Pms Form online today.