Categories
Financial & Insurance Services
Discover easy-to-use Financial and Insurance Services templates and training courses for service quotes, proposal, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Financial and Insurance Services industry with confidence.
TemplateQuotation Details Form
This form is used to capture all the details required to build a quote for a specific job
by Lee Agar, from the CommunityDownloads: 60+Get- Template
Business Case Study Template
Use this template to write an overview of the business case, baseline and alternatives, risk comparisons, and conclusions or recommendations. This template includes informational images of sample screening criteria and risk cubes for easier visual reference.
by SafetyCultureDownloads: 50+Get - Template
Payroll Month End checklist
Checklist for monthly tasks that must be completed by the payroll department.
by Othmar Roos, from the CommunityDownloads: 50+Get - Template
Robzrisk (Under development) Property Fire Risk Assessment Leon input
Risk Assessment for Risk Analyst and Risk Engineering teams use. To help the insured identify and understand their risks and to inform Underwriters of the quality of risk using grading scores and potential severity of claims events by indicating Probable Maximum Loss and Estimated Maximum Loss potentials and conditions.
by Robert Hodgkiss, from the CommunityDownloads: 50+Get - Template
Ulster Bank Offline Deposit ATM 01.01.04 SW Update Sign Off V1.0
Ulster Bank 01.01.04 SW Update Sign Off V1
by Andrew Fleming, from the CommunityDownloads: 50+Get - Template
Expense Claim Form Template
Use this expense claim form template to capture reimbursable costs such as fuel, parking, subsistence, tools, PPE, premises expenses, postage, and more. Record dates, customer and site details, vehicle registrations, and item descriptions; attach photos of receipts; and certify submissions. Customize sections, total amounts, and route for approval. Export completed claims to PDF for filing and audit readiness.
by Gary Simmons, from the CommunityDownloads: 50+Get - Template
Vendor Payment Form
Businesses working with vendors or suppliers can use this vendor payment form to collect the payment details of suppliers for processing. Specifically, this form gathers the following data: 1. Remittance contact information including supplier contact's full name 2. Payment type, bank name, bank address, and/or check remittance address. 3. Digital sign off for authorization purposes.
by SafetyCultureDownloads: 40+Get - Template
BUSINESS CONTINUITY CONTACT LIST FOR PANDEMIC VIRUS
The material in this template draws together key points from the planning guide, in a form that may assist individual businesses and other organizations in preparing their own business continuity plan for pandemic. The material is necessarily generic and will need to be adapted to meet the circumstances and needs of individual businesses and organizations. Source: https://cme-mec.ca/wp-content/uploads/2020/05/Pandemic-Guide-Updated-April-2020.pdf
by SafetyCultureDownloads: 40+Get - Template
P1801 to 1804 - SIMPLY COMPLY FAIS COMPLIANCE MATURITY AND RISK AUDIT
FAIS COMPLIANCE MATURITY AUDIT
by Dawn Julyan, from the CommunityDownloads: 40+Get - Template
Robzrisk- Sprinkler Inspection Checklist and Test Report
Checklist and test report for a regular and scheduled automatic fire sprinkler system inspection.
by Robert Hodgkiss, from the CommunityDownloads: 40+Get - Template
Auditoría COVID-19 para Administración y Finanzas
Plantilla de auditoría COVID-19 para sucursales de Grupo Q orientada a áreas de Administración y Finanzas. Incluye lineamientos sobre control de ingreso, distanciamiento, uso de EPP, higiene de manos y desinfección; medidas en oficinas, comedores y salidas; manejo ante casos sospechosos o confirmados; responsabilidades de vigilancia, limpieza, mantenimiento e infraestructura; y procedimientos para ventanilla única, impuestos, tesorería y atención a proveedores. Útil para verificar cumplimiento diario y mantener operaciones seguras.
by Claudia Rojas, from the CommunityDownloads: 40+Get - Template
Business Case Proposal Template
Use this template to cover the details of the proposed project with a focus on the problem to be addressed or opportunity to be harnessed. It mainly consists of the background, what initiated the project, why its sponsors want to do the project, options analysis and its outcome, and conclusion.
by SafetyCultureDownloads: 30+Get - Course
Introduction to Capital Market Development
Have you ever wondered how context affects capital market development? This UNITAR course brings together a knowledge of institutions and the challenges that developing and emerging economies face when growing their financial sector. This course is for those working in the financial sector. It is part of a UNITAR series on finance.
by UNITARGet12 LessonsDownloads: 30+ - Template
Project Business Case Template
Use this template to detail the contribution of the project to the overall business strategy, options considered, benefits, timescales, costs, expected return on investment, and risks. This template also provides an example for each element.
by SafetyCultureDownloads: 30+Get - Template
DS9 Expense Claim Form
This DS9 Expense Claim Form helps employees record and submit reimbursement requests clearly and accurately. Capture week ending details, individual expenses with dates, descriptions, and totals, and include employee signature and authorization. The template supports multiple expense items and provides a simple structure for finance teams to review and approve claims. Intended as a starting point; verify suitability for your organization and jurisdiction.
by Danielle Copsey, from the CommunityDownloads: 30+Get