Regulation 9 Claims by insurers and managing agents—introductory
An individual who has obtained relief at source in respect of payments made by him under a contract in a year may, at any time after 56 days have elapsed following the end of that year, request a certificate from the insurer stating the matters specified in paragraph (2).
The matters specified in this paragraph are—
the year to which the certificate relates;
the amount of the premium under the contract paid in that year and the aggregate of the amounts deductible from that premium;
the full name, address and national insurance number of the individual;
the full name and address of every person insured under the contract;
the date on which the contract was certified by the Board under section 56 or on which a standard form to which it conforms was certified by the Board as a standard form of eligible contract.
The insurer shall provide a certificate requested under this regulation within 30 days of the request.
Where the insurer is a member of a syndicate of underwriting members of Lloyd’s formed for an underwriting year, he may provide the certificate through his managing agent.