Click the relevant link to send to clients
for P&B staff only

PERSONAL LOAN SIGNATURE AUTHORISATION ONLY - GEM and AVANTI PERSONAL LOAN QUOTE & APPLICATION
CLICK HERE TO SEND YOURSELF AN THE CLIENT TO SIGN

ASTERON MEDICAL CONSENT DECLARATION

CLICK HERE TO SEND THE CLIENT AN ASTERON MEDICAL CONSENT TO SIGN

ASTERON BENIFICARY DECLARATION SINGLE OWNER
(this requires 2 different signatures so two separate email addresses need to be included)
FOR WHEN JENNY IS THE WITNESS - CLICK HERE TO SEND CLIENT AN ASTERON BENIFICARY CONSENT TO SIGN
NOTE - Jenny needs to add her name and email address when sending this to the client - a separate email with "CLICK TO SIGN" will go to her email address - she will need to also complete this and sign digitally etc 

FOR WHEN JULIE IS THE WITNESS - CLICK HERE TO SEND CLIENT AN ASTERON BENIFICARY CONSENT TO SIGN
NOTE - Julie needs to add her name and email address when sending this to the client - a separate email with "CLICK TO SIGN" will go to her email address - she will need to also complete this and sign digitally etc 

FOR WHEN JOYCE IS THE WITNESS - CLICK HERE TO SEND CLIENT AN ASTERON BENIFICARY CONSENT TO SIGN
NOTE - Joyce needs to add her name and email address when sending this to the client - a separate email with "CLICK TO SIGN" will go to her email address - she will need to also complete this and sign digitally etc 
FOR WHEN STEVE IS THE WITNESS - CLICK HERE TO SEND CLIENT AN ASTERON BENIFICARY CONSENT TO SIGN
NOTE - Steve needs to add his name and email address when sending this to the client - a separate email with "CLICK TO SIGN" will go to his email address - he will need to also complete this and sign digitally etc 
ASTERON BENIFICARY DECLARATION WHERE CLIENT WILL HAVE THEIR OWN WITNESS
(this requires 2 different signatures so two separate email addresses need to be included)

INTRUCTIONS AND HOW AND WHEN TO USE THIS LINK
When a client needs to add a beneficiary and one of P&B staff are unable to witness the signing. Ask the policy owner if they have someone that can witness this (Remember this cannot be a nominated beneficiary or other interested party under the policy.) Use this link once you get the name and email of the witness the client gives you. When sending the form it will ask you for the "Client applying for insurance" and the "Witness nominated"
FOR WHEN THERE IS A NOMINATED WITNESS - CLICK HERE TO SEND CLIENT AND THE NOMINATED WITNESS AN ASTERON BENIFICARY CONSENT TO SIGN 

ASTERON BENIFICARY DECLARATION WHERE THERE ARE TWO LIVES ASSURED OR ONE LIFE AND TWO POLICY OWNERS 
(this requires 2 different signatures so two separate email addresses need to be included)

INTRUCTIONS AND HOW AND WHEN TO USE THIS LINK
As this situation is not common the P&B staff would add their details as the NOMINATED WITNESS. When sending the form it will ask you for the "Client applying for insurance" and the "Witness nominated"
CLICK HERE TO SEND TO CLIENTS WERE IT IS A JOINT POLICY OR THERE ARE TWO OWNERS ETC - CLICK HERE TO SEND CLIENT/S AND/OR OWNERS AND THE NOMINATED WITNESS AN ASTERON BENIFICARY CONSENT TO SIGN

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