Client forms
Pick the form your adviser sent you.
Each form has its own link that you can share, bookmark or return to later. Your answers are sent directly to your MMPE adviser.
Book a protection review
Schedule an appointment directly via Calendly, or request a call back to arrange a convenient time to review your cover.
2 mins
Medical questionnaire
Share your health, lifestyle and medical history so we can complete your protection application accurately.
10–15 mins
Trust request
Place your life or critical illness policy into trust — nominate settlors, trustees and beneficiaries.
5–10 mins
Beneficiary nomination
Tell us who should receive the proceeds of your policy and in what proportions.
3–5 mins
Life assurance authority
Authorise us to obtain up-to-date benefit information from your existing life, critical illness, income protection or whole of life policies.
5 mins
Existing life cover
Tell us about protection policies you already have in place — upload your schedules or acceptance terms, or complete the details manually so we can help you keep them current.
5–10 mins
Cover taken elsewhere
Let us know you've arranged protection with another provider. Share your policy documents and help us keep your records up to date.
5–10 mins
Protection review declined
Record your decision to decline a Consumer Duty protection or mortgage review, in line with FCA requirements.
5–10 mins
Recommendation declined
Confirm your decision not to proceed with a recommendation given during a protection review.
5–10 mins