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Proposal Form

Umbrella

Lockton Recruitment
0330 678 1031

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Your Application Status Overview

Primary insurer: Lockton | Indemnity Limit (total): | Renewal Date: 15th May 2025

Lockton Recruitment
0330 678 1031
Q1Contact Details
Progress Indicator
Q2The Company
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Q3Contract Terms
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Q4Financials
Progress Indicator
Q5Insurance Cover
Progress Indicator
Q6Office and Contents
Progress Indicator
Q7Cyber Liability
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Q8General Questions
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Contact Details

The Company

2.1 Company Name
2.2 Head Office Address
2.3 Please advise all of your additional activities outside of "Umbrella Company and/or Payroll Services Company"
2.4 PAYE / Employee Reference Number (ERN)
2.5 Renewal Date
2.6 Retroactive date (on existing policy schedule)

Contract Terms

Standard Terms of Business – Legal liability of the contractors remains with the end client.These terms contain a clause that any contractor supplied is under the supervision, direction and control of the end client, so far as concerns responsibility for legal liability incurred to such contractors and to any other party as a result of the acts or omissions of such contractor.
 
Non-Standard Terms of Business – Legal liability of the contractors transferred from the end client to the agency. These terms contain a clause that any contractor supplied is under the supervision, direction and control of the agency, so far as concerns responsibility for legal liability incurred to such contractors and to any other party as a result of the acts or omissions of such contractor.
3.1 Do you accept your client’s terms of business?
3.2 If you do accept your client’s terms, is the supervision, direction and control of the contractor always the responsibility of your client?
3.3 Are all contractors supplied through bona fide recruitment agencies?
3.4 Do you require cover for the errors or omissions of the activities of the contractors?
3.5 Are any of the contractors involved in any of the following industries?

Financials

4.1 Turnover
Temporary PlacementsPermanent PlacementsConsultancy Services
Last financial year
Estimate for the next financial year
Percentage turnover of placements in the USA and Canada and/or
from contracts subject to the laws of either the USA or Canada?
4.2 Please provide estimated payroll of temporary contractors in the following categories:
Standard Terms of BusinessNon-standard Terms of Business
Clerical/ Managerial
IT
Professions/ Technical (non-manual)
Medical/ Nursing/ Care (non-domiciliary)
Domiciliary Care
Manual (Drivers/ warehouse/ light industrial)
Manual (Construction/ heavy industrial)
Welders / Work involving the use of heat
Safety critical rail work (non-manual)
Safety critical rail work (manual - green zone)
Safety critical rail work (manual - red zone)
Offshore (oil rigs/ platforms) non-manual
Offshore (oil rigs/ platforms) manual
Renewables (non-manual)
Renewables (manual)
Other (please specify)
TOTAL

Insurance Cover

5.1 Please advise which insurances you require as well as the levels of cover?
5.2 Domiciliary Care Treatment required?
5.3 Medical Malpractice required?
5.4 Drivers Negligence
5.5 Office and contents?

Office and Contents

6.1 Please provide the address and sums insured for each office.
6.2 Property Terrorism covered required?
6.3 Are each of the premises you operate from:

Cyber Liability

Please advise if you comply with these cyber risk management areas:
7.1 All mobile devices encrypt personal and/or corporate data that is stored and/or accessed on such devices.
7.2 All mobile devices have remote wiping capabilities that are deployed within 48hrs of the following events:
7.3 All removable media are:
7.4 All Network Administrator password procedures have 2-factor authentication as the only way to access the systems that store and/or access personal and/or corporate data.
7.5 All employee / owner / contractors receive appropriate awareness that failure to follow the appropriate security procedures will result in “non-trivial” sanctions (e.g. escalating disciplinary measures).
7.6 There is a separate procedure that includes additional verification for approving payments in the following situations: 
7.7 All access to personal and/or corporate data is granted to the least possible extent in order for individuals to fulfil their roles.
7.8 Operating systems, web browsers and applications are disabled from connecting to the internet in the following circumstances:
7.9 All email and websites owned and/or controlled reduce interception and /or impersonation with the following protective technologies:
7.10 All critical data

General Questions

8.1 Have any claims been made in the last 5 years against the proposer or any principal, consultant, predecessor or employee in respect of any of the risks to which this request for insurance relates?
8.2 Have any drivers negligence claims been made in the last 5 years against the proposer?
8.3 Is any principal, consultant or employee, after enquiry, aware of any circumstances which might give rise to a claim against the proposer or any predecessors in business or any of the present or former principals and/or otherwise affect the company’s consideration of this insurance?
8.4 Has any insurer ever declined a proposal, refused renewal or terminated insurance or had special terms imposed to which this request for insurance relates?
8.5 Has the proposer, or any principal, director or partner under a current or previous trading title been declared bankrupt or insolvent or been subject of bankruptcy proceedings or receivership/ insolvency proceedings been convicted of any criminal offences (other than motoring offences) or is any prosecution pending?
8.6 Have you had to initiate or defend any legal expenses insurance claim or legal proceedings (including hearings before Employment Tribunal) in the last 3 years?
8.7 Has there been any Inland Revenue in-depth investigation into the company or any director, VAT dispute, PAYE or P11D compliance dispute in the last 3 years?

Save Progress

You will be able to return to this form to continue or make edits up until you have completed the declaration page and submitted the final signed version.