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FCA Authorised - Firm Ref 1029698

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Architects Professional Indemnity Insurance – Quote Request

Please complete as fully as you can. Where a question does not apply, enter "N/A". We'll use this to obtain tailored professional indemnity terms for your architectural practice. The Construction Supplementary Questionnaire at the end helps us place higher-hazard exposures — please complete the sections relevant to your work. If you need more room for any answer, use the "Additional information" box at the very end.

Your contact details

Contact name *

Contact position

Contact email *

Contact telephone *

Preferred contact method

General details

1. Insured / Proposer name *

2. Address of the principal office

Address *

Postcode *

Telephone no.

Fax no.

Website

3. In what year was the business established?

4. a) Please list all additional business entities (whether or not currently trading)

Insured name

Year established

Year of cessation

b) Do you require cover in respect of all past activities of the businesses listed in 4a?

5. Please list addresses of all other offices currently trading

Address

Postcode

6. Is the firm, or any Principal, Partner or Director, a member of a consortium, joint venture, single project partnership or group practice?

If yes, please supply details

7. Does the firm, or any Principal, Partner or Director, carry out any work on behalf of another business in which they have a controlling or financial interest (other than as a shareholder in a public quoted company)?

If yes, please supply details

8. a) Has the firm previously been insured for professional indemnity?

If yes, please supply details of previous cover

Renewal date

Limit of indemnity

Premium

Excess

Insurer name

b) In respect of professional indemnity insurance, has any insurer ever declined a proposal, declined to pay a claim, refused renewal, cancelled the insurance or imposed special conditions?

If yes, please supply details

Staff and partners

1. Details of any Partners, Principals or Directors

Name

Date of birth

Relevant qualifications

Year became partner / director

2. a) Is cover required for the professional activities of any Principal, Partner or Director prior to joining the business?

b) If yes, please supply details

Name

Name of previous business

Activities

Start date

Leave date

3. Number of permanent staff in the current business

Full time

Part time

Partners / Principals / Directors

Professionally qualified staff

All others

Total

Activities

1. a) Total gross income for the last 3 years, plus an estimate for the current and forthcoming years

Year ending

UK (£)

USA / Canada (£)

Elsewhere (£)

Total (£)

2. Please specify the nature of the earnings declared in Question 1 from:

a) Territories subject to the law of the USA or Canada

b) Elsewhere (excluding UK, USA or Canada)

3. Percentage split of total gross fees received in the last complete financial year

Adjudicator / arbitrator (%)

Architectural services (RIBA Appointment work stages C–L) (%)

Building surveying (%)

Consulting engineers (%)

Expert witness (%)

Feasibility studies (%)

Fees paid away to independent specialist consultants (%)

Interior design (%)

Landscape (%)

Non-structural refurbishment (%)

Planning supervisor (%)

Project management (%)

Quantity surveying & surveying not listed (%)

Structural surveys / reports / valuations (%)

Town planning / consultancy (%)

Other (%)

Other – please state

Current total: 0% (must equal 100%)

4. Percentage split of the firm's work carried out during the last complete financial year

Commercial (%)

Ecclesiastical (%)

Housing associations (%)

Individual housing (%)

Industrial (%)

Medical facilities (%)

Multiple housing (%)

Restoration work (%)

Schools / universities (%)

Others (%)

Current total: 0% (must equal 100%)

* If you carry out work in the "Others" category, please add full details in the "Additional information" box at the end.

5. a) Your five largest contracts where construction has commenced during the past 6 years

Location & description of contract

Total contract value

Your fee

Date commenced

Estimated completion date

b) Your three largest new projects where construction is likely to commence in the coming 12 months

Location & description of contract

Total contract value

Your fee

Date commenced

Estimated completion date

6. a) Do you use independent specialist consultants?

If yes, please supply details

b) Do you require them to carry a minimum level of professional indemnity cover?

If yes, please supply details

7. Do you envisage any material change in your activities in the next 12 months?

If yes, please supply details

Claims information

1. After enquiry, have any professional indemnity claims ever been made against the firm(s), any predecessors, or any current or retired Partners, Principals or Directors (individually or otherwise) for negligence, error, omission, breach of professional duty or the like — whether successful or not?

If yes, please provide details

Date of claim

Open / closed

Claimant

Details of claim / circumstance, including any payments made

2. After enquiry, are any of the Partners, Principals or Directors aware of any pending claims, or of any circumstances which may give rise to a professional indemnity claim against the firm(s), any predecessors, or any current or retired Partners, Principals or Directors?

If yes, please provide details

Date of claim

Claimant

Details of claim / circumstance, including potential value

Construction supplementary questionnaire

In this questionnaire, "Principal" means the Chairman, Chief Executive or Managing Director of the Proposer; "Proposer" means the parent or holding company, all subsidiaries, and all individuals proposing for this insurance. Complete the sections relevant to your work.

General risk management

1. Are you responsible for load-bearing designs & calculations?

Answer

Comments

2. Are you responsible for cavity wall insulation?

Answer

Comments

3. Do you appoint sub-contractors directly?

Answer

Comments

3a. Do you ensure they have and maintain PI?

Answer

Comments

3b. Do you have "back-to-back" contracts with them?

Answer

Comments

4. Are you responsible for the recommendations / specification of the materials to be used?

Answer

Comments

4a. If so, is this always to a client brief?

Answer

Comments

4b. If not, what factors determine such recommendations, and are these always detailed to the client and signed off by them?

5. When responsibility for design is maintained (whether assumed or otherwise), do you always ensure that all contracts adhere to the relevant building regulations?

Answer

Comments

Basement questions

Basements are defined as "the floor or floors of a building that are partly or entirely below ground level".

1. How many basement projects have you worked on (include any currently in progress)?

Comments

If 0, you can skip the remaining basement questions.

2. Have you been, or do you intend to be, involved in any contracts to establish a new (or extend an existing) basement under existing buildings?

Answer

If yes, full details

3. Would any structural / waterproofing / damp-proofing elements be subcontracted to specialists who carry their own PI?

Answer

Comments

4. Would the contractor be appointed / selected directly by your client?

Answer

Comments

5. Please advise what services you offer, and what your roles & responsibilities are

Swimming pool questions

1. How many swimming pool projects have you worked on (include any currently in progress)?

Comments

If 0, you can skip the remaining swimming pool questions.

2. Do you have any future swimming pool works planned?

Answer

If yes, full details

3. Would specialist contractors be used?

Answer

Comments

4. Do they carry their own PI? If yes, to what level?

Answer

If yes, to what level?

5. Would contractors be directly appointed by your client?

Answer

Comments

6. What is your level of involvement with the pools (e.g. design drawing for the shell of the pool)? Please provide full details

Please provide details of your 10 largest basement and / or swimming pool contracts

Location / postcode

Total contract value

Contract details incl. property type (terraced, detached, semi-detached etc.)

Fees earned

Specialist contractors appointed directly by the client for structural / waterproofing / damp-proofing?

Services provided

Cladding questions

1. Have you ever been involved in any projects where any type of cladding has been used?

Answer

Comments

2. Have you ever been involved in projects related to, or in connection with, the fire safety of any building arising directly or indirectly from the use of cladding, insulation, wall panelling and / or facade material that does not comply with the relevant regulatory regime?

Answer

If yes, more details

3. Were any of the contracts for the refurbishment of existing buildings?

Answer

Comments

4. Were any of the contracts in relation to: housing, hospitals, schools, residential care homes, prisons, universities, student accommodation, hotels or hostels?

Answer

Comments

5. Were you responsible for the selection, specification, approval, testing or certifying of the installation or design of the cladding / rain-screen systems?

Answer

Comments

6. Did they include the use of composite panels?

Answer

If yes, did they include ACM panels with a polyethylene (PE) core?

7. In respect of the above, were all related works subcontracted to third parties?

Answer

Comments

7a. Do you ensure they have and maintain PI? If so, to what level?

Answer

If yes, to what level?

7b. Do you have "back-to-back" contracts with them?

Answer

Comments

Please provide details of your cladding contracts below

Contract details and location

Services provided (in relation to the contract)

Total contract value

Fees earned

Over 18m?

Type of cladding used

Services provided (in relation to cladding, i.e. specification, design, certification etc.)

Declaration

I/We declare that a fair representation of the risk has been made, by disclosing all material matters which I/we know or ought to know, or — failing that — by providing sufficient information to put a prudent insurer on notice that it needs to make further enquiries to reveal material circumstances. I/We understand that if the practice acquires, merges with or absorbs another practice during the period of insurance, the insurer will require similar information and may charge an additional premium. Submitting this form does not bind the proposer to complete the insurance, and an indication of terms may be provided on this basis. An original signature will be required before a contract of insurance can be made.

Print name *

On behalf of

Date *

Anything else we should know?

Additional information Use this box for any answer that needed more room, or anything else that may help us obtain the most competitive terms for you.

Fields marked with * are required.

By submitting this form you are providing consent for Miller & Partner Ltd to contact you in relation to this quotation and any related insurance products.

Office: Vivian House, Roman Bridge Close, Mumbles, Swansea, SA3 5BG

Call 01792 001350

Email: [email protected]

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Miller & Partner is an Authorised Representative of Gauntlet Risk Management Ltd and are authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 1029698. You may check this on the Financial Services Register by visiting the FCA website, https://www.fca.org.uk/firms/financial-services-register or by contacting the FCA on 0800 111 6768 Privacy Policy