Public Charitable Trust

Information and guidance

Resources

For advisors and policyholders

Practical information

Use these introductory guides to understand the usual route for insurance-related concerns. Specific matters may require advice from the relevant insurer, ombudsman, regulator or legal professional.

Guide 01

Before filing a grievance

  • Prepare a clear chronology of events.
  • Keep policy, correspondence and payment records.
  • Identify the remedy or response you seek.
Guide 02

Professional disputes

  • Retain appointment and commission documents.
  • Record prior representations to the insurer.
  • Avoid sharing confidential policyholder data unnecessarily.
Guide 03

Policyholder awareness

  • Read policy terms and exclusions carefully.
  • Submit claims and documents within prescribed timelines.
  • Use the insurer's grievance process first.
Guide 04

Public information

  • Verify claim-related figures before publication.
  • Use official and attributable sources.
  • Correct misleading information promptly.
Important: The information on this page is general in nature and is not a substitute for legal, regulatory or professional advice.