This site is for financial advisers only, Click here for the consumer site.

Share

Illustrative single cross option agreement - for plans not written in trust

This agreement is for use where individuals in a firm wish to ensure that only the individual whose life is assured has the option to sell his/her shares in the firm in the event of diagnosis of critical illness or total permanent disability but they all have the option to buy/sell on death.

Download

Financial Adviser Verification