Client Documentation

The following documents together form our standard terms of business that you agree to as a client of Roots Insurance Brokers. Please read all of them carefully and then complete and agree to the form below.

Terms of Business
This document sets out the terms on which we agree to act for our clients and contains details of our regulatory and statutory responsibility. Click here to view.

Duty of Fair Presentation
This document outlines what you must disclose to us when presenting a risk. Click here to view.

Privacy Policy
This document outlines what data we collect from you, how we handle and store that data, and what we use it for. Click here to view.

Fees & Cancellation
This document outlines what fees we charge and the process for cancelling your policy. Click here to view.

Payment Option Document
This document shows the different methods of payment including spreading the costs of your insurance over a period of months. Click here to view.