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The Insular Life Assurance Company, Ltd. Insular Life Corporate Center, Insular Life Drive The Finest Corporate City, Ala bang, 1781 Muntinlupa City Email: headofc@insular.com.ph I Website: www.insularlife.com.ph

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How to fill out client acknowledgement and waiver

01

Start by including the client's personal information such as their name, address, contact details, and date of birth.

02

Clearly outline the services or activities that the client is acknowledging they will be participating in.

03

Detail any risks or potential hazards associated with the services or activities, and make sure the client understands these risks.

04

Have the client read through the acknowledgement and waiver carefully, and sign and date the document to indicate their understanding and agreement.

05

Provide the client with a copy of the completed acknowledgement and waiver for their records.

Who needs client acknowledgement and waiver?

01

Anyone who is participating in services or activities that involve potential risks or hazards should be required to fill out a client acknowledgement and waiver.

02

This includes clients of businesses offering services such as fitness classes, adventure activities, medical treatments, and more.

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What is client acknowledgement and waiver?

Client acknowledgement and waiver is a legal document where a client acknowledges certain risks or waives certain rights.

Who is required to file client acknowledgement and waiver?

Financial institutions and advisors are required to file client acknowledgement and waiver.

How to fill out client acknowledgement and waiver?

Client acknowledgement and waiver can be filled out by entering client information, acknowledging risks, and signing the document.

What is the purpose of client acknowledgement and waiver?

The purpose of client acknowledgement and waiver is to inform clients of potential risks and to protect the institution or advisor from liability.

What information must be reported on client acknowledgement and waiver?

Client information, details of the risks acknowledged, and signatures must be reported on client acknowledgement and waiver.

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