Professional Indemnity Page 4
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7Overseas Work (Outside Australia/New Zealand)
13. Have you ever undertaken, or are you likely to undertake, work overseas?
No
Yes
Please provide the following details of such work.
Branch/
Dates of
Country
Annual Income
Type of Work
Representation
Commencement/Closure
D D
/
M M
/
Y Y
Miscellaneous
14. For Sole Traders only
What arrangements do you have to cover the business or practice during your temporary absence while away on business, leave,
sick, etc.?
15. Does any one client (or group of companies) account for more than 20% of your income? If so, in respect of each such client, state the
approximate percentage of your income derived from that client or group of companies. Also explain your relationship with that client
and the professional services you perform for them.
Fee Income
16. a. Gross professional fees for the last 12 months. Include fees paid to sub-consultants appointed by you. Exclude fees collected for
disbursement to consultants appointed by your client together with travelling, accommodation or similar expenses reimbursed by
your clients.
Australia
$
Overseas
$
b. Estimated gross professional fees for the next 12 months.
Include fees paid to sub-consultants appointed by you. Exclude fees collected for disbursement to consultants appointed by your
client together with travelling, accommodation or similar expenses reimbursed by your clients.
Australia
$
Overseas
$
c. For Stamp Duty purposes, please provide a percentage breakdown of the fee income disclosed in a. above by State or Territory.
ACT
%
NSW
%
VIC
%
QLD
%
SA
%
WA
%
TAS
%
NT
%
Overseas
%
Total
%
Risk Management
17. a. Are written disclaimers included with advice being given?
No
Yes
Please provide an example.
b. Are verbal reports or advice always confirmed in writing?
Please state what approximate percentage of reports have been given in the
No
Yes
%
last 12 months as verbal reports only.
c. Do you have in place a system for assessing potential clients?
No
Yes
Please give details.
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