Bookkeepers
Advice Line
1800 642 747
1
2
3
4
5
6
Advice Line
1800 642 747
1
2
3
4
5
6
Completing this online Proposal Form
Please answer all questions giving full and complete answers.
It is the duty of the proposer to provide all information that is requested in this Proposal Form as well as to disclose relevant facts. A relevant fact is a known fact or circumstances that may influence the evaluation of risk by the insurer. If you are uncertain about what a relevant fact is, please contact us.
If renewing an existing policy with Fenton Green, please ensure you check all information and make any necessary changes.
Business Details
Our Policy Complies with all Tax Practitioners Board (TPB) requirements.
Our Policy Complies with all
Tax Practitioners Board (TPB) requirements.
Income Details
Total Annual Income
$
Employee Numbers
Do you employ staff (excluding yourself)?
Yes
No
Please state the total number of staff including yourself:
Occupation
Bookkeeping
State
Select state you reside in.
NSW
ACT
VIC
QLD
SA
WA
TAS
NT
Are you a small business eligible for exemption from paying NSW stamp duty on certain types of Insurance?
Yes
No
Promotional Code (if relevant)
Period of Insurance
Policy Start Date