Literature | Adviser | The Exeter
Upcoming System Updates: Service Interruption on November 23rd

Our quote and apply systems, adviser and member portals will be unavailable on 23rd November, due to scheduled system updates. We apologise for any inconvenience this may cause.

Welcome to the library.
quiet please.

All the documents you need, all in one place.

Welcome to the library. <br/>quiet please.

All the documents you need, all in one place.

 

Policy DocumentDownload
Policy SummaryDownload
Income Protection Product GuideDownload
Income Protection Underwriting GuideDownload
Income Protection Member BenefitsDownload
Income Protection Client GuideDownload
Income Protection Adviser Sales GuideDownload
Policy DocumentDownload
Policy SummaryDownload
Life Insurance Product GuideDownload
Life Insurance Member BenefitsDownload
Life Insurance Adviser Sales GuideDownload
Life Insurance Underwriting GuideDownload
Health+ Policy DocumentDownload
Health+ Insurance Product Information DocumentDownload
Health+ Product GuideDownload
Health+ Hospital ListDownload
Health Insurance Member BenefitsDownload
Health Insurance Underwriting GuideDownload
Health Insurance - a guide for your clientsDownload
One Fund company paid - terms and conditions for employerDownload
One Fund employee paid - terms and conditions for employeeDownload
Income Protection Product GuideDownload
Income Protection Adviser Sales GuideDownload
Life Insurance Product GuideDownload
Life Insurance Adviser Sales GuideDownload
HealthWise 2023 reportDownload
Marc's storyDownload
Beth's storyDownload
Harvey's storyDownload
Income protection claims guide Download
2023 Health Claims BrochureDownload
2023 IP and Life Claims BrochureDownload
Income protection Data Capture FormDownload
Real Life Data Capture FormDownload
Health+ Application FormDownload
AMRA Consent FormDownload
Direct Debit MandateDownload
Adviser Terms of Business AgreementDownload
Fair Value Assessment Download
Initial Disclosure DocumentDownload
Product Development ProcessDownload
Target Market AssessmentDownload
Square Health Care Quality Commission Report 2019Download
Life insurance trust - Deeds E-formDownload
Life insurance trust – Guidance NotesDownload
Life insurance trust – Deed for adding and removing trusteesDownload
Anxiety & depression questionnaireDownload
Health declarationDownload
Medical history questionnaireDownload
Review of health exclusions Download
Life insurance financial questionnaireDownload