Documents & Forms

Forms, Wordings & Regulatory Documents

Need a wording or a document not listed here? Email quotes@ftainsurance.com.au and we'll send the current version.

Documents

Risk Appetite Sheets

PDF DocumentAll Products Combined — Appetite SheetSingle sheet covering FTA's full underwriting appetite across all product lines.PDF DocumentProfessional Indemnity — Appetite SheetPI appetite, target occupations, limits and key exclusions.PDF DocumentPublic & Products Liability — Appetite SheetPPL appetite, target industries and exposure limits.PDF DocumentCombined PI & GL — Appetite SheetCombined Professional Indemnity and General Liability appetite for trade and service businesses.PDF DocumentRecruitment & Labour Hire — Benefits SheetCover benefits and appetite for recruitment and labour hire businesses.PDF DocumentIT Liability — Appetite SheetCombined PI + GL appetite for technology businesses.PDF DocumentCyber Liability — Info Sheet 2024Cyber insurance appetite, coverage features and incident response.PDF DocumentDesign & Construct — Appetite SheetPI appetite for design-and-construct contractors and project managers.PDF DocumentManagement Liability — Appetite SheetD&O, EPL, Crime and Statutory Liability combined.PDF DocumentAssociation Liability — Appetite SheetCombined cover tailored for industry associations and not-for-profits.
Documents

Claims Examples & Contact

PDF DocumentProfessional Indemnity — Claims ExamplesReal PI claims FTA has handled, with outcomes and lessons learned.PDF DocumentCombined PI & GL — Claims ExamplesSample claims under combined PI + GL programs.PDF DocumentLabour Hire — Claims ExamplesRecruitment and labour hire claims experience.PDF DocumentDesign & Construct — Claims ExamplesDesign liability and construction project claims.PDF DocumentIT Liability — Claims ExamplesTechnology business claims under combined PI/GL.PDF DocumentManagement Liability — Claims ExamplesD&O, EPL and Crime claims.PDF DocumentClaims Focus — October 2025Latest claims trends and underwriting focus areas.PDF DocumentFTA Full Contact List (Oct 2025)Direct dial numbers and emails for every FTA underwriter.
Documents

Proposal Forms

PDF DocumentPI — General ConsultantsProfessional indemnity proposal for general consultants and advisers.PDF DocumentPI — Accountants & Tax AgentsPI for accountants, tax agents and bookkeepers.PDF DocumentPI — Real Estate AgentsPI for real estate agencies and property managers.PDF DocumentPI — Mortgage & Finance BrokersPI for mortgage and finance brokers.PDF DocumentCombined PI/GL — General ConsultantsCombined PI + GL for general consultancies.PDF DocumentCombined PI/GL — Recruitment & Labour HireCombined PI + GL for recruitment and labour hire.PDF DocumentCombined PI/GL — Medical & Dental PracticesCombined PI + GL for medical and dental practices (excluding doctors/surgeons).PDF DocumentPublic & Products LiabilityStandalone PPL proposal.PDF DocumentIT Professionals (Combined PI + GL)Combined cover for technology businesses.PDF DocumentDesign & Construct — ContractorsPI for D&C contractors.PDF DocumentDesign & Construct — Construction ProfessionalsPI for construction industry professionals.PDF DocumentCyber InsuranceStandalone cyber insurance proposal.PDF DocumentManagement LiabilityD&O + EPL + Crime + Statutory combined proposal.PDF DocumentAssociation LiabilityCombined cover for associations and not-for-profits.
Documents

Renewal Forms

PDF DocumentPI Renewal — General ConsultantsRenewal for existing PI policyholders — general consultants.PDF DocumentPI Renewal — Accountants & Tax AgentsPDF DocumentPI Renewal — Real Estate AgentsPDF DocumentPI Renewal — Mortgage & Finance BrokersPDF DocumentCombined PI/GL Renewal — General ConsultantsPDF DocumentCombined PI/GL Renewal — Recruitment & Labour HirePDF DocumentIT Professionals RenewalPDF DocumentDesign & Construct Renewal — ContractorsPDF DocumentDesign & Construct Renewal — Construction ProfessionalsPDF DocumentManagement Liability Renewal
Documents

Addendums & Declarations

PDF DocumentPI Addendum — Insurance IntermediariesSupplementary PI form for insurance intermediaries.PDF DocumentPI Addendum — Design & ConstructSupplementary D&C addendum.PDF DocumentFidelity AddendumCrime / fidelity cover addendum.PDF DocumentIT Professionals AddendumSupplementary form for technology businesses.PDF DocumentCombined PI/GL Addendum — Recruitment & Labour HirePDF DocumentDeclaration — No Material Changes or ClaimsRenewal declaration of no material changes or claims.PDF DocumentStanding Authority DeclarationStanding authority / claim notification declaration.PDF DocumentDeclaration — No Claims (refers to proposal form)No-claims declaration that cross-refers to the proposal form.PDF DocumentDeclaration — No Claims (no reference to proposal form)Standalone no-claims declaration.PDF DocumentManagement Liability — No Claims DeclarationNo-claims declaration for Management Liability renewals.PDF DocumentNew Insured Entity DeclarationDeclaration for adding a new insured entity to a policy.

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