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BUPA HEALTHCARE

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CONTENTS

Contact Details
Obtaining an Agency
Obtaining a Quotation
Submitting Business

Contact Details

BUPA Intermediary Sales Centre
4th Floor
Victoria Harbour City
Salford Quays
M5 2SP

Tel. 0800 332000
Web site: www.bupa.co.uk/intercom

PMI Business Development Manager: Nicholas Stone – Mob. 07712 789084. E-mail: stonen@bupa.com

Obtaining an Agency

On submitting your first piece of business, please complete a PTFS Business Submission Form (a generic copy of which is at the foot of this document) and state PTFS’s Master Agency number with BUPA (71604).

You will then be allocated a sub-agency number, which will enable you to track the progress of your applications and commission payments. Please clearly state your sub agency number on all future applications

Please note that Intermediaries who are Directly Regulated with FSA may need to complete a separate agency application with provider to benefit from any PTFS special terms. This does not apply to Appointed Representatives of PTFS.

Obtaining a Quotation

Company quote requests, can be e-mailed to Jill Hodgkinson: Hodgkinj@bupa.com

Submitting Applications

Please send all correspondence to:

BUPA Intermediary Sales Centre
4th Floor
Victoria Harbour City
Salford Quays
M5 2SP

Enter your agency number on each application form. Remember to complete a PTFS Business Submission form and attach it to each application. This will ensure prompt commission payment.

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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.