Getting the best from your Online Proposal Form

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Before Starting your Form

Read through the form before starting to complete it, particularly if you may require input from other people in your firm or third parties (eg your accountant).

We recommend completing the financial information and work-splits (Questions 4.1 and 5.1) first, if possible, or early in the process, as your answers here determine what other sections of the form you will be required to complete.

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Help Text and Definitions

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Providing Additional Supporting Information

If you need to provide supllementary information to any question, you can annotate each question using the 'Notes' function. Simply click on the edit icon which you can find on the top right of each question header.

For More Information

Watch our short webinar on how to use the proposal form, or download our user guide. You can also download all the definitions here.

Don't forget, within office hours, you can always pick up the phone to your Account Executive, or any member of our team, using the telephone contact details at the top of the proposal form.

Your Application Status Overview

Primary insurer: Architect | Indemnity Limit (total): | Renewal Date: 16th Nov 2025

Construction Team

constructionpii@uk.lockton.com

0330 678 0962

Q1	Contact Details	Progress Indicator
Q2	The Firm	Progress Indicator
Q3	Your Office(s)	Progress Indicator
Q4	Principals & Staff	Progress Indicator
Q5	Fee Income & Source of Fees	Progress Indicator
Q6	Areas of Practice	Progress Indicator
Q7	Your Insurance Requirements	Progress Indicator
Q8	Claims	Progress Indicator

Complete
Incomplete
Issues
Not Started

Contact Details

Contact's Forename

Contact's Surname

Contact's Email Address

Contact's Phone Number

For further information about how we use your personal information, please follow this link to our Privacy Notice

The Firm

2.1 Title of firm(s) including previous trading name(s) for which insurance cover is sought and when the firm(s) was/were established.

2.2 Profession of firm(s):

Your Office(s)

a) Principal Address:

Notes

Address Line 1:

Address Line 2:

Address Line 3:

Town/Region:

Post Code:

Telephone No:

b) Please give details of all other legal entities (by town only, including overseas offices) and approximate percentage of turnover for each legal entity

Principals & Staff

4.1 Please provide details of all partners, (including salaried partners), principals, directors, consultants and qualified employees:

Names in full of all partners, directors or principals

Qualification

Date Qualified

No of years as partner, director/ principal of the firm(s)

Job Role(e.g. director consultant, etc)

4.2 Number of Staff split between:

Notes

	Number of Staff
Partners, directors or principals:
Qualified Staff:
Draughtsmen:
Trainee technical staff:
Other - including contract staff, administration and support :
TOTAL

4.3 a) Is / are the firm (s) or any partner, director or principal a member of a consortium, joint venture, single project partnership or group practice?

Yes No

please give details

b) Does the firm or any partner, director or principal have any association with or financial interest in any other practice, company or organisation?

Yes No

please give full details of the association and the nature of the third party’s business

Fee Income & Source of Fees

a) Please provide your gross fees received for the past completed five financial years

Notes

	Financial year end	UK	Fees subject to USA and/or Canada Jurisdiction	Overseas exc. fees subject to USA and/or Canada Jurisdiction	Total
Last financial year
Last financial year-1
Last financial year-2
Last financial year-3
Last financial year-4

b) Please provide your estimated gross fees for:

	Financial year	UK	Fees subject to USA and/or Canada Jurisdiction	Overseas exc. fees subject to USA and/or Canada Jurisdiction	Total
Current :
Forthcoming :

Areas of Practice

6.1 Please give the split of gross fees received in the last complete financial year

Notes

	United Kingdom Contracts	Overseas Contracts
Architectural Services as defined by RIBA Plan of Work (2013) project stages 0-3
Architectural Services as defined by RIBA Plan of Work (2013) project stages 4-7
Civil Engineering
Structural Engineering
Mechanical, electrical, heating & ventilation
Geotechnical Engineering
Town planning/Consultancy
Feasibility Studies
Interior design
Landscape
Structural surveys / Reports / Valuations
Building Surveying
Quantity surveying and Surveying not listed above
Project Management
Project Coordination
Adjudicator / Arbitrator
Expert witness
Any work other than listed above
Total Gross Fees Received

Any work other than listed above, please give full details

6.2

Notes

	United Kingdom Contracts	Overseas Contracts
Identify any of the above fees paid by you to any independent specialist sub-consultants who carry their own valid professional indemnity insurance policy
Identify any of the above fees paid by you to any independent specialist sub-consultants who DO NOT carry their own valid professional indemnity insurance policy
Identify any of the above fees which arise from abortive, competitions or held over work where there is no likelihood of any future construction

6.3 Please give the approximate percentage of the firm’s work carried out during the last complete financial year, applicable to the following:

Notes

	%
Airports
Basement conversions
Chemical, petro-chem and refineries
Dams, tunnels or mines
Energy from waste (EfW) or biomass facilities
Factories, warehouses and industrial
Harbours, jetties, ports or off-shore projects
High rise commercial buildings including offices (4 storey plus)
Housing
Nuclear or atomic projects
Restoration & refurbishment
Swimming pools
Universities, Schools, Hospitals and other public buildings
Windfarms or solar panel facilities
Other
Total

Other please specify

Note regarding Basement conversions and Swimming pools - Please state the 3 largest contracts where construction has commenced during the past 6 years

Starting date

Location

Total contract value

Approx. completion Date

6.4

Please state the 3 largest contracts where construction has commenced during the past 6 years

Country

Starting date

Type Of Project

Name of Contract

Total contract value

Firm Fees For Contract

Approx. completion Date

6.5 Please give details of the 3 largest new projects where construction is likely to commence in the coming 12 months

Country

Starting date

Type Of Project

Name of Contract

Total contract value

Firm Fees For Contract

Approx. completion Date

Your Insurance Requirements

7.1 Do you currently hold a PROFESSIONAL INDEMNITY INSURANCE policy with Lockton?

Yes No

7.2 Is the firm currently insured for professional indemnity?

Yes No

Please provide the following details of your current policy

Name of Insurer

Indemnity Limit

Excess

Premium

Date of Expiry

7.3 Has any previous insurer ever

a) Declined a proposal or renewal for the firm(s) or any partner, director or principal?Yes No

b) Cancelled or voided an insurance?Yes No

please give full details

7.4 What limit(s) of indemnity do you require a quotation for?

Please Specify

Claims

After enquiry have any Professional Indemnity claims been made against the firm(s) and/or predecessors of the firm(s) and/or your current and/or retired partner(s), director(s) or principal(s), either individually or otherwise, whether successful or not within the past ten years?

Yes No

please give full details

After enquiry are any of the partners, directors or principals aware of any pending and/or circumstances existing which may give rise to a claim against the firm(s) and/or predecessors of the firm(s) and/or your current and/or retired partner(s), director(s) or principal(s)?

Yes No

please give full details

Save Progress

You will be able to return to this form to continue or make edits up until you have completed the declaration page and submitted the final signed version.

Proposal Form

Getting the best from your Online Proposal Form

Navigating the Form

Before Starting your Form

Help Text and Definitions

Providing Additional Supporting Information

For More Information

Your Application Status Overview

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