Add compliance documents

Prepare your customer pack before a deal is offered.

Saved versions

Choose a version to view or use as the starting point for a new draft

Which documents apply?

Set these requirements with your compliance adviser. Insurance paperwork is not required for every dealership or every deal.

When should an IDD be required?We sell insurance products — enable insurance Demands & Needs

When enabled, the questionnaire is required only for deals containing insurance products. It is always sent with the IDD. Additional support paperwork is independent.

Initial Disclosure Document

Pack titleUpload your approved IDD (PDF, up to 5 MB)

Only needed when an IDD or insurance questionnaire applies.

Insurance Demands & Needs

Your questions and declarations must be prepared with advice from your compliance adviser. Customers must choose their own answers.

Declaration the customer will sign

Additional support needs (optional)

Staff can include this form when sending a pack. Only managers can view the completed paperwork.

Your approved support form wording / questionsDeclaration the customer will sign separately

Publish for your dealership

Publishing applies your selected requirements. Only applicable documents and requested support paperwork must be completed and reviewed before an offer. Existing packs retain their original documents.

I confirm that these requirements and content have been prepared with advice from our compliance adviser.

Save your changes before publishing. Each save creates a new version.