Submitting inception data

Within 5 working days of the on-risk date, we will email you to request inception data. Only an adviser can submit inception data.

If the scheme is suitable for our online inception data process (most small schemes), we will email you a link to submit the data via our secure website. Once the data has been provided an Invoice and direct debit notification will be produced within minutes.

If the scheme is not suitable for our online inception data process (larger or more complex schemes) we will email you a link to our secure file transfer facility. Once the data has been provided an Invoice and direct debit notification will be provided within 10 working days.

In both circumstances the Invoice and direct debit notification will confirm the premium due and when the payments will be taken.