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Copperstone House

Oldwalls

Swansea

SA3 1HA

Tel : 01792 390 490

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Copperstone Financial : Business Protection.

Keyperson / Shareholder / Partnership Protection

Businesses may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager without whom the business will not function properly. Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business.

Similarly, if a keyperson / shareholder was to pass away, the firms remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm.

Please contact us if you wish to discuss your Business Protection provisions.

 


Regulatory Statements
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. 5661607.

Registered Office:
Copperstone House, Oldwalls, Swansea, 01792 390 490

FSA Firm Number: 448232

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here

To verify our status with the FSA, click here and key in our FSA number: 448232