Portfolio transfer

Edit/Create template

Template name e.g Da Vinci to Renasa Portfolio transfer

Agreement text

<p></p>
<p><strong><em><span style="font-size: 11.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; color: #002060; mso-ansi-language: EN-ZA; mso-fareast-language: EN-ZA; mso-bidi-language: AR-SA;">I/We hereby agree that the above mentioned is in order and that Henk van der Walt Makelaars may debit our premium as per current debit order authority in your possession.:</span></em></strong></p>

This replaces the {agreementText} placeholder in the template body below

Template

<div style="width: 70%; max-width: 70%; margin: 0 auto;">
<div style="width: 100%; text-align: center;">{brokerLogo}</div>
<h2>{brokerName}</h2>
<p></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">Dear <strong>{clientName}</strong>,</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">In order for us to further improve our service delivery to you, we have decided to move all our Value Added Products (excess reducers, Tyre Cover etc) to Excess Risk Consultants (Pty) Ltd.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">Excess Risk Consultants (Pty) Ltd is underwritten by New National Assurance Company Limited.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">We would like to confirm that there will be no impact on your existing policy, premiums, or cover. This change will also not affect your underlying insurance policy.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">Excess Risk Consultants (Pty) Ltd. enables us to have more administrative control over our existing policies on their system, resulting in better turn-around times on claims. </span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">Excess Risk Consultants (Pty) Ltd. has very experienced and professional staff as well as claim mandates that will contribute towards the kind of service that we wish to deliver to you.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">A new policy schedule will be supplied by Excess Risk Consultants (Pty) Ltd. we will forward it to you as soon as received.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><strong><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">This change will be effective from 1 February 2022.</span></strong></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="color: red; mso-fareast-language: EN-ZA;">This transfer will not take place without your express consent.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">If you accept the change, please click ‘Yes’ below as confirmation of receipt of this notification and that ABC Brokers may deduct future premiums per the debit order authority previously supplied to us. <br />If you don’t agree to the change or require more information, please click ‘No’ and one of our advisers will contact you to discuss your options.</span></p>
<p class="MsoNormal" style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; text-align: justify;"><span style="font-family: 'Arial',sans-serif; color: #002060; mso-fareast-language: EN-ZA;">Thank you for your continued support we would like to assure you of our best service going forward.</span></p>
<table style="width: 100%; margin: 0 auto; border: 1px solid #ccc; padding: 5px; box-shaping: border-box;">
<tbody>
<tr>
<td style="border-bottom: 1px solid #ccc;" colspan="2">{agreementText}</td>
</tr>
<tr>
<td class="button" style="text-align: center;">{yesBtn}</td>
<td class="button" style="text-align: center;">{noBtn}</td>
</tr>
</tbody>
</table>
<br /><hr style="color: #ccc;" size="1" />
<table>
<tbody>
<tr>
<td>{brokerLogo}</td>
</tr>
<tr>
<td><strong>{brokerName}</strong><br /><strong>Cell/Tel</strong>: {brokerContactNo}<br /><strong>Email</strong>: {brokerEmail}</td>
</tr>
</tbody>
</table>
</div>