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Share Protection

Share protection through life assurance

Directors' or partners' share agreements may provide for the remaining directors to purchase the shares of other shareholding directors, should they die. However, there is a risk that the remaining directors may not have sufficient funds to hand when a fellow director passes away unexpectedly.

One solution to this is to take out life cover as a source of funding.

To arrange such cover requires the understanding and agreement of all concerned. It will also require some careful calculations to determine how much cover is required. However, it will be a comfort to all directors or partners of a business to know that their own or a colleague's death will leave the other directors with sufficient support to carry out the terms of their shareholders' agreement.

This type of policy can also include critical illness for protection in the event that a director or partner is forced to leave due to serious illness.

PROTECTION ENQUIRY FORM

Your Address

Cover Required

Lives Assured

1st Life Assured

2nd Life Assured

Marketing Information

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THE PLAN WILL HAVE NO CASH-IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

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20 High Street, Lampeter, Ceredigion, SA48 7BG

Pedr Financial Planning is an appointed representative of TenetConnect, which is authorised and regulated by the Financial Conduct Authority. TenetConnect is entered on the Financial Services Register (www.FCA.org.uk) under reference 149826. Registered office: 20 High Street, Lampeter, Ceredigion, Wales, SA48 7BG. Registered in England & Wales: 07048010.

 

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

 

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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