If you become aware of a potential issue such as a complaint, dispute or request for compensation, it is important to speak with us as early as possible. You do not need to wait for a formal legal claim or a letter from a lawyer.

Early indicators of a potential professional indemnity claim may include:

• A client is raising concerns about your work
• Refusal to pay an invoice due to dissatisfaction
• Suggestions that you made an error or caused financial loss

To notify a potential claim or circumstance, we will guide you through the process. This may involve providing:

• A brief description of the issue or allegation
• Any relevant emails, letters or communication from the client
• Supporting documents such as contracts, advice given or project notes

We will liaise with the insurer, manage the lodgement of a claim form and keep you informed throughout the process.

Timely notification is critical. If you are unsure whether something needs to be reported, it is always best to contact us so we can advise you and help protect your position.