Gatsby & White approaches a client, or a prospect, only after appropriate introduction by his financial or legal adviser. When the framework of a life policy is agreed upon, a survey of the various insurance offerings is then established. Once the client has selected the preferred provider, the best terms and conditions are negotiated. Implementation of the policy is then supervised until the completion of the life insurance contract issuance process.
A full check of the intermediation status and the commission flow of a policy is conducted following a detailed review and an (often needed) adjustment all policy-related documents as well as the terms of the beneficiary clause or any other inheritance scheme in place.
All processes and interventions conducted by Gatsby & White S.A’s regulated personnel are performed within the scope and with strict adherence to the European Insurance Distribution Directive (IDD).