FAQ for Brokers

 

Do you have a different question? Please get in touch and we’ll do our best to help.

I have forgotten my BASE User ID/Password, how can I reset it?

Please call our Service Team on 1300 363 590 and they will assist.

Can Domestic policies be included on Commercial contracts?

Yes, as long as the Domestic policy premium is less than 50% of the combined total premium being funded.

What repayment options are available?

We accept quarterly, monthly, fortnightly & weekly repayments. Payments can be made by Direct Debit or Credit Card. We accept most major credit cards including AMEX, Visa and Mastercard.
*card surcharges may apply.

When will the premium be settled?

Settlement dates can be located in BASE. Search for the Loan and click on the “Detail” button.

Where can I obtain a copy of premium or commission remittance advices?

Remittances can be obtained in BASE. Go to Loans/Remittances.

How do I add an endorsement to a loan?

You can process endorsements via our BASE broker access system or send the invoices through to our Service team who can action on your behalf. To process on BASE, search for the current loan, if loan status allows endorsing then the “Endorse” button will be available. Follow prompts to add policy details, calculate, save & submit.

How do l add a credit endorsement to a loan?

You will not be able to add a credit to a loan. If the premiums have not yet been settled to us then Attvest can endorse the loan. Please send details through to our service team. If premiums have already been settled, the credit will need to be transferred to Attvest bank account, upon receipt we will allocate and restructure over the remaining instalments.

What is the maximum quote I can accept online?

Commercial contracts up to $150,000. Domestic contracts up to $50,000. Amounts over this we will require a signed contract.

Where can I get information on Background Funding?

Your Relationship Manager will be able to assist with your enquiry.

Please call our office on 1300 363 590 (option 2) to discuss with one of the team. Common errors include missing information i.e. fields noted with * are compulsory or perhaps the quote is out of date and will require re-quoting before allowing online acceptance.

How can you update client bank account/credit card details?

You can update bank account details by emailing the team at support@attvest.com.au or by having the client complete and return the Direct Debit Authority form. To update credit card details please telephone us on 1300 363 594.

FAQ for Clients

 

Do you have a different question? Please get in touch and we’ll do our best to help.

Who is Attvest and what do we do?

Attvest Finance is an Insurance Premium Funder.

Established in 2014 with our Head Office based in Queensland. Attvest will pay your annual insurance premium to your insurance intermediary on your behalf and then you repay us via instalments. We accept quarterly, monthly, fortnightly or weekly repayments.

How can I contact Attvest Finance?

You can contact our team on 1300 363 594 (Option 1) for any queries relating to your loan with Attvest.

What payments options are available?

You can elect to pay your monthly instalments by Direct Debit or Credit Card. We accept most major credit cards including AMEX, Visa and Mastercard. *card surcharges may apply.

How can I obtain a Certificate of Currency?

To obtain a Certificate of Currency for your insurance, please contact your insurance intermediary/broker.

When will my first instalment be due?

The first instalment is due on the commencement date of your insurance policy. If this date is in the past, we will draw on the day your application is processed and approved.

How can I cancel my insurance policy?

To cancel your insurance policy please contact your insurance intermediary/broker who will advise us accordingly once this has been actioned.

Why do I still owe money when my policies have been cancelled?

When your insurance intermediary cancels your policy they should obtain a refund of some of the premium from the Insurance Company. This is then provided to Attvest to allocate against your premium funding contract. If there is a shortfall between this amount and your outstanding loan balance you are responsible to finalise this amount.

How can I update my bank account/credit card details?

You can update your bank account details by completing the Direct Debit Authority form and returning to our team via email. To update your credit card details please telephone us on 1300 363 594.

My circumstances have changed and I am unable to make payment this month. What can I do?

Please contact our office on 1300 363 594 and discuss with our Collections team to make suitable alternate arrangements.

How can I pay my arrears?

We accept payment via direct debit, credit card or electronic transfer. Please contact our Collections team on 1300 363 594 or email collections@attvest.com.au and a team member will be able to assist you.
 

Our bank account details are as follows;
Bank: ANZ
BSB: 014-289
Account: 836 637 642
Name: Attvest Finance Pty Ltd

Please ensure you include your loan number to enable correct identification and allocation of your payment and send a copy of the remittance receipt to collections@attvest.com.au

ls there GST applicable?

No, there is no GST applicable on your premium funding loan. GST does apply on your insurance premium. For further information in this regard please contact your insurance intermediary.

Can I get a Loan Tax Statement?

To obtain a statement on your loan account, please contact our office on 1300 363 594.

Are instalments tax deductible?

You will need to discuss this with your Accountant. We are unable to provide any financial advice in this regard.

What policies can be premium funded?

Most types of commercial and domestic insurance policies including Workers Compensation and Professional Indemnity insurance policies. Contact your insurance intermediary/broker for more information.

I have a question regarding my insurance policies, who should I contact?

If you require information regarding your insurance policies, please contact your insurance intermediary/broker.

I have received an Endorsement confirmation letter, what does this mean?

An Endorsement confirmation letter advises of a change to your insurance policy and your premium funding arrangement. A policy may have been added or your existing policy changed. If you are unsure of these changes, please contact your insurance intermediary/broker who can provide further details.

How can I renew my premium funding arrangement?

Once you have organised your insurance renewal, please speak to your insurance intermediary/broker who will advise our team to renew your premium funding.

Would you like to receive a call from one of our team members to discuss your loan?

Fill in the on line enquiry form on our contact us page and one of our team will call you to discuss.

Enquire now

 

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