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PI Insurance Attestation – Important Action

Madison is in the process of renewing our PI Insurance Policy. A requirement of PI renewal is to inform our PI Insurer of any known facts and circumstances that may give rise to a claim. It is a requirement of your authorisation with Madison to notifying us of any potential claim within 5 business days and it is especially important to do so now. If you do not notify Madison of any potential claim during the renewal process, it may impact both our ability to obtain appropriate PI Insurance for our licence and whether PI Insurance cover is available for any specific claim.

Please provide details of any potential claim you have not previously notified us about, or to confirm that you are not aware of any potential claim via the survey below, before close of business today, Friday 29 October 2021.

CLICK HERE to complete your attestation.

We ask you to treat this request with the importance and priority it requires.

The Advice and Governance team are available to respond to any questions or concerns you may have.

 

 

In this Edition

·        A message from Jaime

·        PI Insurance Attestation – Important Action

·        Madison Annual Conference 2021

·        Madison APL & Adviser’s Guide to Socially Responsible Investing

·        The View from Clime

·        Design & Distribution Obligations

·        Dynamic SoA and Fact Find

·        The Power of Data through Xeppo and Power BI

·        Australian Super Service Agreements

·        Making the most of Canva

·        Upcoming Webinars

·        Insurance Specialist Forum

·        FASEA Exam Update

·        Kaplan Information

·        From our Community

 

Go Back
[wpseo_breadcrumb]

PI Insurance Attestation – Important Action

Madison is in the process of renewing our PI Insurance Policy. A requirement of PI renewal is to inform our PI Insurer of any known facts and circumstances that may give rise to a claim. It is a requirement of your authorisation with Madison to notifying us of any potential claim within 5 business days and it is especially important to do so now. If you do not notify Madison of any potential claim during the renewal process, it may impact both our ability to obtain appropriate PI Insurance for our licence and whether PI Insurance cover is available for any specific claim.

Please provide details of any potential claim you have not previously notified us about, or to confirm that you are not aware of any potential claim via the survey below, before close of business today, Friday 29 October 2021.

CLICK HERE to complete your attestation.

We ask you to treat this request with the importance and priority it requires.

The Advice and Governance team are available to respond to any questions or concerns you may have.

 

 

In this Edition

·        A message from Jaime

·        PI Insurance Attestation – Important Action

·        Madison Annual Conference 2021

·        Madison APL & Adviser’s Guide to Socially Responsible Investing

·        The View from Clime

·        Design & Distribution Obligations

·        Dynamic SoA and Fact Find

·        The Power of Data through Xeppo and Power BI

·        Australian Super Service Agreements

·        Making the most of Canva

·        Upcoming Webinars

·        Insurance Specialist Forum

·        FASEA Exam Update

·        Kaplan Information

·        From our Community

 

Go Back