For assistance
1300 170 703
Quote
Buy
1
2
3
4
5
6
Professional Indemnity Application Form
Welcome. We're making it easy for you to obtain a quote, renew a policy and buy online now.
Select the level of cover that suits your business
Pay online by credit card or select a monthly payment plan
Receive your documents the same day
To obtain your PI quote and buy now simply complete your business details below. You can also save your quote and come back later.
View Policy benefits here
Please call us if you have any questions. We're here to help you.
Insured Details
Insured Legal entity name(s) & Trading as:
remove
Add Another Insured Name
Mobile Phone Number:
Email Address:
Re-enter Email Address:
Income Details
Past 12 months
Next 12 months
Total Professional Fee Income
$
$
Please note: As your professional fees are over $1million you will not be provided a quote automatically by the portal, you should proceed through the whole application and the IPA Insure team will review your application and provide you with a quote.
Occupation
Public Practitioner
Tax Agent
BAS Agent/Bookkeeper
Professional Activities
Provide a percentage split of income derived from the following services:
Last 12 months
Estd. next 12 months
Accounts preparation
%
%
Taxation/GST advice
%
%
Bookkeeping
%
%
Audit SMSF
%
%
Audit - Public companies
%
%
Audit - Financial institutions
%
%
Audit - other than public companies
%
%
Business valuations
%
%
Mergers/Acquisitions
%
%
Receivership/Liquidation/Bankruptcies
%
%
Investment advice/Financial Planning
%
%
Superannuation fund management/Trusteeship
%
%
Superannuation Fund Administration
%
%
Insurance
%
%
Mortgage broking
%
%
Company directorship / Secretarial position Administrative duties
%
%
Licensed SMSF Advising
%
%
Management Accounting
%
%
Software Sales and Support
%
%
Registered National Disability Insurance Scheme (NDIS Plan Manager)
%
%
Small Business Reconstruction Practitioner
%
%
Other
%
%
Please provide a description
of your "Other" activities
No Billable Activity
%
%
Total must be 100%
%
%
Last 12 months
Estd. next 12 months
Accounts preparation
%
%
Taxation/GST advice
%
%
Bookkeeping
%
%
Registered National Disability Insurance Scheme (NDIS Plan Manager)
%
%
Small Business Reconstruction Practitioner
%
%
Other
%
%
Please provide a description
of your "Other" activities
No Billable Activity
%
%
Total must be 100%
%
%
Are you a member of the Finance Brokers Association of Australia (FBAA) or Mortgage and Finance Association of Australia (MFAA)?
Yes
No
Are any of the following activities performed? -
Mortgage Administration and/or Management
Sourcing funds from Solicitors' Mortgage and/or Pooled Mortgage schemes
Do you approve loans via a Delegated Lending Authority?
Yes
No
Loan Types
Please provide a breakdown of the types of loans (last 12 months)
Residential
%
Commercial/Industrial
%
Leasing and Equipment
%
Reverse Mortgages
%
Personal Loans
%
%
Non-Conforming Loans
Do you have any non-conforming loans (e.g. low doc, deposit or credit impaired)?
Yes
No
Do you hold or have you applied for a FULL Professional Practice Certificate?
Yes
No
(As you hold a PPC, the Professional Standards scheme requirement is you must hold a minimum of $2M cover. $5,000 excess applies.)
Do you hold or have you applied for a LIMITED Professional Practice Certificate?
Yes
No
In respect of income earned for the past 12 months, please provide a percentage by State:
NSW
ACT
QLD
VIC
TAS
SA
WA
NT
Overseas
%
%
%
%
%
%
%
%
%
Total must be 100%
%
Are you a small business eligible for exemption from paying NSW stamp duty on certain types of Insurance?
Yes
No
Period of Insurance
Policy Start date (dd/mm/yyyy):
Note: This date will be used as the start date for your new policy.
Promotional Code (if relevant):
Email
Email
AAT Insure is powered by the AB Phillips Group.