Notify your Adviser of the claim
Contact your Adviser who will be in contact with us. Should you no longer have a financial Adviser call PPS Mutual directly on 1300 401 436 or e-mail us at email@example.com and notify PPS Mutual of a claim.
We will send you/your Adviser a claims kit that outlines our claims process and includes the relevant claim form and confirm what information we need to process the claim.
Once the required claims information has been returned a Case Manager will begin assessing the claim.
Naturally, we’ll update you/your adviser regularly on the progress of the claims assessment and advise of the outcome as soon as we can. If the claim meets the eligibility criteria we’ll pay the benefit. Throughout the process the Claims Administrator or Case Manager will be available to help with any enquiries.