Online ATE Insurance Proposal Form
Please complete this form with as much information as possible and ensure all answers are accurate. If in doubt about the meanings of any of the questions please contact us.
All information provided in this proposal will form part of any contract and may affect how we determine any claim on the policy or it may make the policy invalid.
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1. YOUR CLIENTS DETAILS
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Your Clients Name
(eg Mr Alan Sugar Lord)
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Date of Birth
(eg dd/mm/yyyy)
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Address
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Clients Contact Number
(Landline)
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Clients Contact Number
(Mobile)
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Has the client agreed to ATE cover?
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2. LITIGATION FRIEND DETAILS - If applicable
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Litigation Friend
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Relationship To Claimant
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3. CASE DETAILS
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Claim Type
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Case Type
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Date of Incident (Accident)
(eg dd/mm/yyyy)
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Date of CFA if in place
(eg dd/mm/yyyy)
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It is not necessary to have a CFA in place to obtain ATE Insurance
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Opponents Name
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Opponents Address
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Brief Circumstances of the Incident.
Alternatively, please provide (fax, post or email) as much documentation as you can that serves to illustrate the circumstances.
Send to ate@casefunds.co.uk
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Injuries Suffered / Loss.
Alternatively, please provide (fax, post or email) as much documentation as you can that serves to demonstrate the injuries suffered and/or financial loss.
Send to ate@casefunds.co.uk
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Please Provide Details of Evidence to Support The Claim.
Alternatively, please provide (fax, post or email) as much documentation as you can that further supports your clients claim/defence.
Send to ate@casefunds.co.uk
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eg. Counsels Opinion, Medical Documents, Expert Witness, Photographs, Other
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Has Liability Been Admitted?
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Is Yes, date it was admitted
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Is Opponent Insured?
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If Yes, state Insurance Company Name.
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Proceedings Issued?
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If Yes, date of issue
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Court of Issue & Claims Track
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eg. Preston County Court - Multi Track
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Damages Claimed or Estimated Value £
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Estimate of Insured's Disbursments and Costs £
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Estimate of Opponent's Disbursments and Costs £
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Any Part 36 Offers or Payments?
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If yes, please provide details
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Prospects Of Success
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(eg. 50 - 60%, 61 - 70%, 71 - 80%, 81 - 90%, 91 - 100%)
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Likely Success Fee %
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Is there existing legal expenses insurance?
If Yes, Provide details and explanation why ATE cover is required?
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Additional Information here:
Alternatively, please provide (fax, post or email) as much documentation as you can that serves to demonstrate the strength of your clients claim/defence.
Send to ate@casefunds.co.uk
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4. REPRESENTATIVE DETAILS
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Law Firms Name
(Your Trading Style)
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Law Firms Address
(Your Address)
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Law Firms Telephone
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Fee Earner Telephone
(DDI or Mobile)
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Your Reference
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Introducer
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if applicable
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Introducer Reference
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if applicable
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Fee Earner's Name
(Submitted By)
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Fee Earner's Email *
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(This email address will be used for all correspondence)
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5. TERMS AND CONDITIONS
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The information and statements are true to the best of my belief. I have not knowingly missed out any information or facts which are likely to
affect a decision to provide cover. I have never been convicted of any offence involving fraud or dishonesty *
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YES - I am prepared to pay the premium upfront
YES - I prefer a fully deferred premium till end of case
YES - Any of the two above, if available
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Infomation Requests *
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I Agree
to respond promptly to any requests for updates requested by the ATE Insurance underwriter and to conduct the claim in accordance with the terms of business and
procedures manual of that ATE Insurance underwriter.
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Data Protection Act *
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I Agree to and understand that Case Funding Limited and the ATE Insurance underwriter/Company
may use any of the information supplied for the purposes of underwriting and administering the policy.
Any of the information supplied may also be used for dealing with any claims on a policy or any other similar activity.
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Name of Proposed Insured *
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By entering the name of the proposed insured the proposed insured will be bound by our terms and conditions.
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Law Firm Name *
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By entering your firms name you are binding the proposed insured and your firm to our terms and conditions.
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Date *
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DD
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MM
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YYYY
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Image Verification
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