Downloads

OMinsure Personal Policy Wording

Open/View: M&F Allsure wording

Google+


Hollard Commercial Policy Wording

Open/View: Hollard Commercial Policy Wording Binder

Google+


Hollard Private Policy Wording

Open/View: Hollard Private Portfolio policy wording

Google+


Hollard Prestige Policy Wording

Open/View: Hollard Prestige Wording

Google+


Renasa IVP Policy Wording

Open/View: Renasa IVP Policy Wording

Google+


Renasa Commercial Policy Wording

Open/View: Renasa Commercial Policy Wording

Google+


Urban Debit Order Authority Form

Open/View: Urban Debit Order Authority Form

Google+


OMinsure Commercial Policy Wording

Open/View: M&F Commercial Policy Wording

Google+


TCF survey form

Treating Customers Fairly (TCF) is an outcomes based regulatory and supervisory approach designed to ensure that specific, clearly articulated fairness outcomes for financial services consumers are delivered by Urban Brokers Pty Ltd. We are expected to demonstrate that we can deliver the following 6 TCF Outcomes to our customers throughout the product life cycle, from product design and promotion, through advice and servicing, to complaints and claims handling – and throughout the product value chain:

  • Customers can be confident they are dealing with firms where TCF is central to the corporate culture
  • Products & services marketed and sold in the retail market are designed to meet the needs of identified customer groups and are targeted accordingly
  • Customers are provided with clear information and kept appropriately informed before, during and after point of sale
  • Where advice is given, it is suitable and takes account of customer circumstances
  • Products perform as firms have led customers to expect, and service is of an acceptable standard and as they have been led to expect
  • Customers do not face unreasonable post-sale barriers imposed by firms to change product, switch providers, submit a claim or make a complaint.

Open/View: TCF Survey FSPs

Google+