I do not feel comfortable providing my bank details over the telephone, can I provide them in another way?

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Home » Frequently Asked Questions » I do not feel comfortable providing my bank details over the telephone, can I provide them in another way?

I do not feel comfortable providing my bank details over the telephone, can I provide them in another way?

Answer:

Of course you can. We use a secure file transfer system where you can upload your direct debit details to us.

We can also provide you with the direct contact details for your insurance provider, so that you can ring them and provide the details if you would prefer to do that. Alternatively we can send you a paper direct debit mandate that you can complete and either return to ourselves, or the insurance provider.

Client Reviews

I do not feel comfortable providing my bank details over the telephone, can I provide them in another way?

"Alan and his team were great! Alan helped get me cover where my own company could not (I work in financial services too!) Would highly recommend and will come back in the future."

"Krystle was fantastic throughout and managed to knock almost 50% off my current life insurance premium."

"Leanne couldn't have been more helpful and thoughtful with her questions and work on my enquiry."

"Kathryn and her colleagues were very helpful because of my recent illness."

"Nick was my advisor, Excellent knowledge of products and what I needed, not just pushing me into a sale/policy, will always refer to him in the future."

"I would like to say a very big thank you especially to Amy you really went above and beyond."

"Annaliese was absolutely fantastic, making us both feel at ease and helping us navigate issues that had caused us problems with previous attempts to obtain insurance."