Pulse DTC

Tell us about your business

We need some basic information to provide you with the most accurate quote for your professional indemnity insurance.

About Your Business

Address *

Turnover – Last 12 months *

Number of employees *

Are you a member of CA ANZ in New Zealand? *

Yes

Does the insured engage any subcontractors? *

Yes

Does the insured provide regulated financial advice requiring a Financial Advice Provider (FAP) license? *

Yes

Limit of Indemnity required *

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

Inclusive

Exclusive

CalExcess

Professional Indemnity Excess (Excess varies depending on the level of indemnity chosen)

Inclusive

Exclusive

Is retroactive date unlimited? *

Yes

(Retroactive cover protects you for claims made today that relate to professional work you performed in the past, provided that work was carried out after the retroactive date shown on your policy. This product includes unlimited retroactive coverage in the policy. Subject to terms and conditions.)

Services

Financial services authorised under a Limited FAP

Investment & financial advice (FAP licence)

Insurance broking & risk advice

Complex / litigation valuations

Forensic accounting & expert witness work

Insolvency appointments (licensed practitioners)

AML/CFT reporting services (specialist compliance)

Financial planning / Superannuation advice

Total Proportions Percentage

Total percentage must be 100%

Bus des

Business Description *

Insured details

Insured Type *

Business Name *

Alternate Business Name

Client phone

Client email *

NZBN

Your information is securely stored and will only be used for policy management and communication purposes.

ANNUAL PREMIUM

$0.00

Typically around 10% lower than comparable market pricing.

Public Liability

Is Public Liability Required? (Public Liability (Public Liability Insurance protects your business if a third party suffers personal injury or property damage arising from your business activities, and you are legally liable.) *

Yes

Not Taken

Does your practice or business provide financial advice, or hold (or are you required to hold) any of the following licences: Financial Advice Provider (FAP) Licence, Financial Markets Conduct (FMC) Licence, Independent Digger Licence? *

Yes

Does your practice or business act for any clients involved in any of the following industries: Adult content, Cryptocurrency or digital assets, Defence or military contracts, Gambling or gaming? *

Yes

Does your practice or business provide services to clients located outside New Zealand? *

Yes

Does your practice or business operate in, or provide services to clients in, any countries subject to international sanctions? *

Yes

In the last 10 years, have any claims for a breach of professional duty been made against: your practice or business, any predecessor business, or any current or former partner, principal, director, or employee (in relation to their professional services)? *

Yes

In the last 10 years,

has your practice or business had any business insurance or liability claims? *

Yes

has any insurer declined, cancelled, or refused to renew insurance for your practice or business? *

Yes

have you, or any partner or director of the business, been convicted of any criminal offence (excluding traffic-related offences)? *

Yes

have you, or any partner or director of the business, been subject to any civil liability, civil offence, or pecuniary penalty? *

Yes

have you, or any partner or director, ever: been declared bankrupt, or been involved in a business that became insolvent or subject to any form of insolvency administration (including liquidation, receivership, or voluntary administration)? *

Yes

ANNUAL PREMIUM

$0.00

Typically around 10% lower than comparable market pricing.

Complete Payment