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Apply for Fidelity Insurance

Enquiry of Insurance Rate

This document can be used as a template for the application for employee fidelity insurance. It sets out the name of the person who was insured, the title of the person and the amount covered by the fund. 

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01

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Document Description

The document titled 'Apply for Fidelity Insurance' is a formal letter requesting the provision of a fidelity bond for an individual named in the letter. The importance of this document lies in the need to protect the appointed individual against any potential acts of dishonesty or fraud.

 

The entire document consists of a header section, a salutation, the main body, and a closing. The header section includes the account holder's first name, last name, job title, and company. The salutation begins with 'Dear Sir/Madam,' indicating a formal tone. The main body of the letter explains the purpose of the letter, which is to request a fidelity bond for the appointed individual. It mentions that the individual came with excellent references but emphasizes the need for precautionary measures. The letter then asks the recipient to provide information on the terms of the cover and requests a proposal form if necessary. The closing is 'Yours faithfully,' followed by the account holder's first name and last name.

 

Each section of the document serves a specific purpose. The header section provides the necessary identification of the account holder. The salutation establishes a polite and formal tone for the letter. The main body explains the reason for writing the letter and highlights the need for a fidelity bond. The closing concludes the letter in a respectful manner.

 

Overall, this document is essential as it formally requests the provision of a fidelity bond to protect the appointed individual against potential acts of dishonesty or fraud.

How to use this document?


1. Enter the account holder's first name, last name, job title, and company in the header section. This ensures proper identification.

2. Begin the letter with a formal salutation, such as 'Dear Sir/Madam,' to establish a polite tone.

3. In the main body, clearly state the purpose of the letter, which is to request a fidelity bond for the appointed individual.

4. Mention that the individual came with excellent references, but emphasize the need for precautionary measures.

5. Ask the recipient to provide information on the terms of the cover and request a proposal form if necessary.

6. Conclude the letter with a respectful closing, such as 'Yours faithfully,' followed by the account holder's first name and last name.

 

Note: This document focuses on requesting a fidelity bond and does not provide guidance on completing the bond application or other related processes. It is important to follow any additional instructions or requirements provided by the recipient of the letter.

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