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McLardy McShane
Our story
Our story
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  • Compliance Reporting and Declarations

    Complaint Registration Form

    CCX360 Complaint Form instructions

    CCX360 Incident /Breach Form instructions

    Incident or Breach Report

    CCX360 AR Compliance Declaration instructions

    MMP Internal Complaints & Disputes Policy

    • Insurance Brokers Code of Practice 2022

    • General Insurance Code of Practice

    • ACT Workers Compensation Act 1951

    • Deferred Sales Model Exemptions Update

    • Insurance Contracts Act 1984

    • NT Work Health and Safety (National Uniform Legislation) Act 2011

    • Tasmania Workers Rehabilitation and Compensation Act 1988

    • WA Workers’ Compensation and Injury Management Act 1981

    • Corporations Act 2001

    • ASIC Regulatory Guide 271 – Dispute resolution

    • ASIC Regulatory Guide 78 – Breach reporting

    • ASIC Regulatory Guide 104 – Meeting licensee general obligations

    • Administration Fees

    • Client Service and Insurance Placement Manual

    • Debtors Procedures

    • Email signature template

    • INSIGHT Procedures

    • LOA information

    • OIT Procedures

    • Referral Agreement Information

    • TMD Obligations November 2024

    • MMP Group Insurance Information

    • MMP PI Confirmation of Insurance

    • MMP PI Primary Wording

    • MMP PI Excess Wording

    • SUA PI Certificate of Currency

    • Steadfast Corp Travel PDS

    • Steadfast Corp Travel Policy Schedule

    • Steadfast Corp Travel Supplementary PDS

    • Steadfast Corp Travel FAQ’s

    • Steadfast Group Business Legal Expenses Schedule

    • Steadfast Group Management Liability Certificate of Currency

    • Steadfast Group Business Legal Expenses Certificate of Currency

    • Information required on public documents and materials

    • Information required on marketing material and websites

    • Steadfast brand identity guidelines for Authorised Representatives

  • Informed Consent Information July 2025

    Informed Consent Webinar Presentation - June 2025

    Informed Consent Email template

    Informed Consent FAQs as at July 2025

    Pre renewal including Quotations. Retail Product. Commission. Personal Advice (incl Informed Consent) v06.25

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