PROPOSAL FORM FOR INSURANCE OF FIDELITY
Name of Proposer
Business/Occupation
Address
Current Address:  
Contact Phone
Email Address
Address

 

Since when established
 
2. Employee/s to be covered:
Name Duties
Since when employed Place employed
 
 
 
 
 
Total salary Rs. Amount of Guarantee Rs. Other security taken
 
3. Give maximum amount held by these person(s) at any one Time and Period  
   
4. (a) Have you obtained reference for all such person(s) before employment and such replies absolutely satisfactory?  
(b) Has there been any occasion to question honesty/conduct of such person(s) ?  
   
5. How often :    
(a) Such person(s) are required to account money held by them and how these are verified with supporting documents.  
(b) Supervising officer verify all receipts/ payments and entries in register.  
(c) Books of acount balanced for money  
(d) Independent internal audit made  
   
6. In case of stocks give system followed for receipts of goods, entries in books, recording deliveries and independent stock position verified.  
   
7. (a) IS proposer at present or had taken F/G Insurance on such person(s).  
(b) Has proposer ever sustained financial loss by infidelity by employee.  
(c) Has proposer made any claim under F/G policy  
(d) Has any Insurance Company declined proposal, cancelled Policy/required special terms for renewal. If so give details indicating steps taken to prevent recurrence.  
   
8. Period of Insurance:
 
From
To
 
WE HEREBY DECLARE AND WARRANT that above statements are true and complete. We desire to efect insurance as described herein with the company and We agree that this proposal and declaration shall be basis of contract between us and the Company and We agree to accept Policy subject to conditions prescribed by the Company.
Place Date
 
 
 
 
 
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