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Last Updated 31th August 2008 - discontinue use of all previous documents and forms.
   Download and Printing Instructions

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See Document viewer programs below.

Adobe Acrobat is a popular desktop publishing program commonly used for forms and documents.
After clicking the  document file name links below the document will load into Adobe Acrobat.  Save a copy onto your computer using the Adobe Acrobat Save button as shown in this picture >>> 

The documents marked  are in Microsoft Word format.  If you do not have Microsoft Word a free program for viewing and printing these documents is available.  See Document viewer programs below.

  General FSA Compliant Documentation

This section is designed to provide support and clarity to help agents meet the new FSA regulations effective from 14th January 2005.

  1.   FSA Compliant Sales Process.doc
  2.   Sample Initial Disclosure Document.doc
  3.   Duty of Care Fact Find Form.doc  to be completed by all Appointed Representatives of PxL Associates Ltd.  Directly Authorised agents may also choose to adopt this form.
  Good Sense Insurance Application Forms

This application form is provided in separate sections for each product type making it easier to print only the pages you need.
Click on the  document file name links to download.

  1.   Monthly Mortgage Loan Rent and Income Protection Application Form.pdf
    Monthly Mortgage Loan Rent Income Protection.
  2.  Single Premium Income Protection Application Form.pdf 
    Single Premium Income Protection.
  3.   Prestige and Norwich Union Building and Contents Application Form.doc 
    Household Buildings and Contents (Prestige & Norwich Union).
  4.   Sterling Life Term Assurance Monthly Application Form.pdf
  5. Monthly Term Life.
  6.   Single Premium Term Life Application Form.pdf 
    Single Premium Term Life.
  7.   Sterling Term Life Application Guidelines.doc 
    Single Premium Term Life application form completion guidelines.
  Key Facts Policy Summary Documents
The relevant documents need to be supplied to clients prior to purchasing their chosen product.
  1.   Monthly Loan Rent Income Protection Key Facts.pdf
    Monthly Mortgage Loan Rent Income Protection.
  2.   Single Premium Income Protection Key Facts.pdf
    Single Premium Income Protection.
  3.   Prestige Household Key Facts.pdf
    Prestige Household Buildings and Contents.
  4.   Norwich Union Household Key Facts.doc
    Norwich Union Household Buildings and Contents.
  5.   Sterling Life Term Assurance Monthly Key Facts.pdf
    Monthly Term Life.
  6.   Single Premium Term Life Key Facts.doc
    Single Premium Term Life.
  Policy Schedules

The relevant policy schedules are normally sent to your clients within 3 days of them purchasing a product.

  1.   Monthly Loan Rent Income Protection Policy Schedule.pdf
    Monthly Mortgage Loan Rent Income Protection.
  2.   Single Premium Income Protection Policy Schedule.pdf
    Single Premium Income Protection
  3. Prestige and Norwich Union Household Policy Schedules
    The relevant policy schedules are normally sent to your clients within 3 days of them purchasing a product. However if an agent requires a copy of a specific product schedule then please contact the PxL Helpdesk – telephone number 01962 892136 and a member of the team will be delighted to arrange for a copy to be sent to you.
  4.   Monthly Premium Term Life Policy Schedule.doc
    Monthly Term Life.
  5.   Single Premium Term Life Policy Schedule.doc
    Single Premium Term Life.
 
  Will Application Forms
Will application forms are only available by post.  Please e-mail PxL Helpdesk with your request. Please include how many forms you required, your name, address (as it should appear on an address label) including postcode, your e-mail address and contact telephone number.
  Document viewer programs
 Please Note: PxL is not responsible for the content or reliability of the third party web sites below.

 Adobe Acrobat Reader (Free)
Required if you want to view and print a downloaded Good Sense Insurance Application Form

Click here to visit the Adobe web site download page
 Microsoft Word Document Viewer (Free) *
* If you already have Microsoft Word, Microsoft Office or Microsoft Works you do not need the Microsoft Word Document Viewer
Click here to visit the Microsoft web site download page
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