~collegiate-management-services-ltd
In respect of Life Insurance sales please confirm the largest Sum Assured.
Have any Proposing Entities sustained any loss as a result of fraud or dishonesty?
Can I request to see a copy of the personal information you hold about me?
What contact details should be provided?
What is the preferred excess for the insurance?
Please provide details of every professional body you are registered with including regulators and associations.
Do you carry out random file reviews?
What is the retention period for my data?
What purposes can the personal data be used for?
Who should be consulted if there is doubt about disclosing information?
Has the firm ever arranged or have plans to arrange any mezzanine or joint venture finance?
How can consent and preference options be updated or withdrawn?
In respect of Life Insurance sales please confirm the number of policies sold in the last year.
What activities are covered under Point of Sale Finance?
What is the Financial Conduct Authority registration number of Collegiate Management Services Limited?
