As professional indemnity insurance is a requirement under our Code of Conduct, the McKenzie Friends Marketplace has partnered up with Legal Ex Plus and W/R/B Underwriting to provide you with clearer information and affordable premiums exclusively for McKenzie Friends that wish to join our marketplace. Below is an online submission form which can be completed and submitted to our partnered insurance brokers who will then assess your applications and provide you with an insurance quote.

Introduction to Legal Ex Plus : Legal Ex Plus provides professional indemnity Insurance exclusively for business within the Legal Services environment.  They have been providing a friendly and professional service for over 11 years, with specific emphasis on building long term business relationships with their professional clients.  Legal Ex's expertise in this niche field means they can provide bespoke and competitive premiums to clients from an extensive range of insurers.

Introduction to WRB : W/R/B Underwriting is a trading name of W. R. Berkley UK Limited and W. R. Berkley Syndicate Management Limited. We, W.R. Berkley UK Limited, are a service company that is part of the W.R. Berkley Corporation group of companies, authorised and regulated by the Financial Conduct Authority in their capacity as an appointed representative of W.R. Berkley Syndicate Management Limited. Lloyds A+ Rating

MCKENZIE FRIENDS / PROFESSIONAL INDEMNITY / PROPOSAL FORM
IMPORTANT NOTICE TO THE PROPOSER TO COMPLETE THIS PROPOSAL FORM
1)   Disclosure
FAILURE TO PROVIDE ALL "MATERIAL FACTS" AND/OR NOTIFY ALL "MATERIAL CHANGES" MAY CAUSE THE CONTRACT OF INSURANCE TO BE VOID AND MAY RESULT IN INSURERS REPUDIATING LIABILITY ENTIRELY
2)   Presentation
FAILURE TO PRESENT INSURERS WITH INFORMATION IN AN APPROPRIATE MANNER MAY ADVERSELY INFLUENCE THE ABILITY OF INSURERS TO OFFER TERMS.
3)   Guidance
NAME OF PROPOSER(S) TO BE COVERED DATE ESTABLISHED
OFFICE ADDRESS CITY POSTCODE COUNTRY
NAME AGE QUALIFICATIONS DATES QUALIFIED
Please attach a CV with your submission for Insurance
Is the proposer a fully qualified or currently studying to be a solicitor or Barrister?
Does the proposer act as a consultant or are they employed directly by any other firm?(if yes please provide full details)
After full enquiry has the proposer sustained any loss through the fraud or dishonesty of any person? (if yes, please provide full details)
After full enquiry is the proposer aware of any fraud, dishonesty, bankruptcy or administration order applicable to any past or present principal, partner, director or employee?(if yes, please provide full details)
After full enquiry has any claim been made against the proposer’s business or any principal, partner, director or employee whilst in this or any other business?(if yes, please provide full details)
After full enquiry is the proposer aware of any circumstance or incident which has or could result in any claim being made against the proposer’s business, or any principal, partner, director or employee of this or any other business?(if yes, please provide full details)
Please confirm that cover is only required for McKenzie Friends activities and services only, and no cover is required for any SRA regulated activities
Does the proposer have written procedures or checklists for the service performed?
Are records kept of telephone conversations and meetings?
Has any Proposal for similar insurance made on behalf of the proposer’s business, any predecessor of the business, or any principal, partner or director ever been declined or has such insurance ever been cancelled, renewal refused or any special terms imposed (other than general market increases)?If yes please provide full details
LOCATION  LAST FINANCIAL YEAR ENDED 2016 / 2017 CURRENT FINANCIAL YEAR ENDED 2017 / 2018 COMING FINANCIAL YEAR ENDED 2018 / 2019
UK
USA/CANADA
ELSEWHERE
TOTAL
SECTION 6 / DECLARATION
  • a) Disclose to the Insurer every material circumstance which the proposer knows or ought to know. Failing that, the proposer must give the Insurer sufficient information to put a prudent insurer on notice that it needs to make further enquiries in order to reveal material circumstances. A matter is material if it would influence the judgement of a prudent insurer as to whether to accept the risk, or the terms of the insurance (including premium)
  • b) Make the disclosure in clause (1)(a) above in a reasonably clear and accessible way
  • c) Ensure that every material representation of fact is substantially correct, and that every material representation of expectation or belief is made in good faith
  • a) If the proposer is an individual, what is known to the individual and anybody who is responsible for arranging his or her insurance.
  • b) If the proposer is not an individual, what is known to anybody who is part of the proposer’s senior management; or anybody who is responsible for arranging the Insured’s insurance.
  • c) Whether the proposer is an individual or not, what should reasonably have been revealed by a reasonable search of information available to the Insured. The information may be held within the proposer’s organisation, or by any third party (including but not limited to subsidiaries, affiliates, the broker, or any other person who will be covered under the insurance). If the proposer is insuring subsidiaries, affiliates or other parties, the Insurer expects that the proposer will have included them in its enquiries, and that the proposer will inform the Insurer if it has not done so. The reasonable search may be conducted by making enquiries or by any other means.
Signing this proposal does not bind the proposer to complete this insurance.
SIGNATURE OF AUTHORISED INDIVIDUAL/PARTNER/PRINCIPAL/DIRECTOR: