Broker, Underwriter and AR Reviews

Minimise your exposure

Gold Seal conducts file activity reviews to help minimise exposure to claims for professional negligence.  A key focus is compliance with the disclosure and advice requirements and we can also look at client interaction and file keeping practices.

We can review the activity of all brokers or underwriters, or only a random sample - it's your choice.  

We have a number of methodologies available for you to select the most appropriate to your needs.  
 

To discuss how we can assist or for a quotation, call us on + 613 9510 5100 or email lorrainec@goldseal.com.au