Electronic Trading
Specifically but not limited to the documents listed below, you will retain for a period as described in your TOBA, copies of the following:
- A copy of all Statements of Fact / proposals for a given risk.
- Evidence of No Claims Discount entitlement (for Motor risks).
- Premium Breakdown.
- Additional Drivers Form (where applicable).
- Copies of appropriate cover notes / certificates.
- Copies of all schedules issued.
To assist future audit procedures and record keeping you will store the documentation listed above along with any other supporting documentation we may request for each policy, within 10 days of the date of inception.
The documents listed above will be stored safely and will be accessible for our inspection on request, within 2 working days from the date of request. For electronically transmitted items, you must ensure appropriate internal procedures for copying and storage.
Our products are offered on all or some of the following software house systems:
| Acturis |
| CDL |
| Insurecom |
| Open GI |
| SSP/Sirius |
Other broker specific software house systems are available on some of our products.
Please view Product Information for specific details on which software house systems can be used for each product.