After an extended period of consultation, AMII has secured the support of the private medical insurers and cash plan providers regarding the introduction of a new Customer Authorisation Form as the sole means by which they will accept instructions from clients as authority to review their policy or as confirmation of appointment of a new intermediary to their policy.

The new Customer Authorisation Form simplifies the process and adopts a consistent approach across the industry for UK domestic health insurance and cash plan business.  

Use of the new Customer Authorisation Form will be a mandatory requirement with effect from 1st August 2016, although there will be a period of grace as both Providers and Intermediaries come to terms with the new arrangements.

Following consultation with intermediaries and insurers, AMII has produced two versions on the Customer Authorisation Form - a 2-page document and a single page document which includes all the same information, but condensed onto one page.   Please click the links below to download your preferred version of the Customer Authorisation Form:

Customer Authorisation Form - Double sided.pdf

Customer Authorisation Form - Condensed Single Page.pdf

The following insurers have agreed that the Customer Authorisation Form will become a mandatory requirement across their business for UK domestic policies - including consumer; SME and corporate business:

Aetna; April UK; Aviva; AXA PPP Healthcare; Bupa; Cigna; CS Healthcare; Freedom Healthnet Ltd; Health Shield; Medicash; Simplyhealth; The Exeter; The Permanent Health Company Ltd; Vitality Health; Westfield Health; Western Provident Association

The Customer Authorisation Form can be personalised with an Intermediary's own logo if you wish.  For further information on personalisation, please Contact AMII.