Insurance & Financial Planning Legal Services
Alfred Hill & Partners advises businesses and professionals operating in general insurance, life insurance and financial planning environments.
Insurance and advice businesses deal with legal and regulatory obligations involving licensing, advice, disclosure, referrals, remuneration, commissions, complaints, product providers, claims and client servicing.
We provide legal support that reflects the commercial realities of advice businesses and the regulatory environment in which they operate.
Our Core Areas
General Insurance Broker Support
For brokers and authorised representatives dealing with licensee arrangements, client servicing, disclosure or disputes.
Life Insurance Advice Business Support
For advisers and advice businesses dealing with life insurance advice, commissions, clawbacks and client complaints.
Financial Planning Compliance
For financial planning businesses needing assistance with advice processes, disclosure and complaint handling.
Licensee and Authorised Representative Disputes
For licensees or representatives dealing with appointment, supervision, audit, termination or transition issues.
Commission and Clawback Disputes
For businesses dealing with unpaid commissions, clawbacks, withheld payments or remuneration disagreements.
Premium Funding Disputes
For brokers, clients or businesses dealing with premium funding complaints, cancellations or refund issues.
Claims-Related Disputes
For clients or businesses dealing with insurer communication, claims handling concerns or policy disputes.
