
Regulated Professional Intermediary Clients |
We appreciate that you have selected Associated Trustees Limited. We are proud to confirm that a substantial portion of our business is written through professional intermediaries. To earn the confidence of this market sector, we have set our quality control standards at the highest level. In addition, we respect the professional and confidential relationship that exists between our intermediaries and their clients. As a regulated professional intermediary you are permitted to hold your clients due diligence on our behalf. The due diligence should be retained for at least five years after you cease to represent your client and it should be available to be produced upon request. As a new professional intermediary client of Associated Trustees, there will be validation requirements. Please be prepared to provide:
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