Insurance: disclosure documents

Firms can use these documents as templates to create disclosure documents.

The resources on this page will help you put together an initial disclosure document or combined initial disclosure document for your firm.

This will allow you to meet our status disclosure, scope of service and fee disclosure requirements if you:

  • use the notes for completion when you put your document together
  • provide your customer with the document at the correct time

Templates for disclosure documents

Templates (open in a new window)

Notes for completion (open in a new window)

Non-investment insurance initial disclosure document [PDF]

Combined initial disclosure document (CIDD) [DOC]