Share purchase protection covers one nominated individual, who can be a partner or an employee. If they die or are diagnosed with a terminal or critical illness, we'll pay a lump sum either on death or shortly after the diagnosis of a disease.
Share purchase agreements
The policy can be set up to suit the company's own share purchase agreements. In some cases, these can be complex and it may be difficult to devise a share protection contract which will cope with partners or shareholders leaving and joining the arrangement. AEGON Scottish Equitable has developed a specialised trust to ensure that if a claim is made, benefits are allocated as originally desired.
Supporting documentation
We've also developed a comprehensive range of supporting documentation for share purchase protection which covers almost all situations and outcomes.
Common questions
Why might share purchase protection be needed?
How is the level of protection set?
Further information... Who should I talk to?
Speak to your financial adviser to find out more. If you don't have an adviser, the IFA Promotion Service or the Society of Financial Advisers can help you find one.
