TDO Insurance – Application process for members

Members are entitled to discounts on all AdviceUK insurance products including Trustees, directors and officers insurance. Non-members can also get insurance through AdviceUK, please contact us for details.

Applying for a quote is easy:

  1. Download the Policy Wording and Terms of Business and ensure that you have read them. See below for all downloads.
  2. Download the proposal form, also below, complete it and send it to us.
  3. We will send you a quote based on your circumstances.
  4. If you decide to go purchase the insurance, we will send you an invoice. Once we have received payment we will send out your receipt and certificate.
  5. As soon as we receive payment you are covered.

Attached documents

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