FAQ for Brokers
Do you have a different question? Please get in touch and we’ll do our best to help.
Please call our Service Team on 1300 363 590 and they will assist.
Yes, as long as the Domestic policy premium is less than 50% of the combined total premium being funded.
We accept quarterly, monthly, fortnightly & weekly repayments. Payments can be made by Direct Debit or Credit Card. We accept most major credit cards including AMEX, Visa and Mastercard.
*card surcharges may apply.
Settlement dates can be located in BASE. Search for the Loan and click on the “Detail” button.
Remittances can be obtained in BASE. Go to Loans/Remittances.
You can process endorsements via our BASE broker access system or send the invoices through to our Service team who can action on your behalf. To process on BASE, search for the current loan, if loan status allows endorsing then the “Endorse” button will be available. Follow prompts to add policy details, calculate, save & submit.
You will not be able to add a credit to a loan. If the premiums have not yet been settled to us then Attvest can endorse the loan. Please send details through to our service team. If premiums have already been settled, the credit will need to be transferred to Attvest bank account, upon receipt we will allocate and restructure over the remaining instalments.
Commercial contracts up to $150,000. Domestic contracts up to $50,000. Amounts over this we will require a signed contract.
Your Relationship Manager will be able to assist with your enquiry.
Please call our office on 1300 363 590 (option 2) to discuss with one of the team. Common errors include missing information i.e. fields noted with * are compulsory or perhaps the quote is out of date and will require re-quoting before allowing online acceptance.
You can update bank account details by emailing the team at support@attvest.com.au or by having the client complete and return the Direct Debit Authority form. To update credit card details please telephone us on 1300 363 594.
FAQ for Clients
Do you have a different question? Please get in touch and we’ll do our best to help.
Attvest Finance is an Insurance Premium Funder.
Established in 2014 with our Head Office based in Queensland. Attvest will pay your annual insurance premium to your insurance intermediary on your behalf and then you repay us via instalments. We accept quarterly, monthly, fortnightly or weekly repayments.
You can contact our team on 1300 363 594 (Option 1) for any queries relating to your loan with Attvest.
You can elect to pay your monthly instalments by Direct Debit or Credit Card. We accept most major credit cards including AMEX, Visa and Mastercard. *card surcharges may apply.
To obtain a Certificate of Currency for your insurance, please contact your insurance intermediary/broker.
The first instalment is due on the commencement date of your insurance policy. If this date is in the past, we will draw on the day your application is processed and approved.
To cancel your insurance policy please contact your insurance intermediary/broker who will advise us accordingly once this has been actioned.
When your insurance intermediary cancels your policy they should obtain a refund of some of the premium from the Insurance Company. This is then provided to Attvest to allocate against your premium funding contract. If there is a shortfall between this amount and your outstanding loan balance you are responsible to finalise this amount.
You can update your bank account details by completing the Direct Debit Authority form and returning to our team via email. To update your credit card details please telephone us on 1300 363 594.
Please contact our office on 1300 363 594 and discuss with our Collections team to make suitable alternate arrangements.
We accept payment via direct debit, credit card or electronic transfer. Please contact our Collections team on 1300 363 594 or email collections@attvest.com.au and a team member will be able to assist you.
Our bank account details are as follows;
Bank: ANZ
BSB: 014-289
Account: 836 637 642
Name: Attvest Finance Pty Ltd
Please ensure you include your loan number to enable correct identification and allocation of your payment and send a copy of the remittance receipt to collections@attvest.com.au
No, there is no GST applicable on your premium funding loan. GST does apply on your insurance premium. For further information in this regard please contact your insurance intermediary.
To obtain a statement on your loan account, please contact our office on 1300 363 594.
You will need to discuss this with your Accountant. We are unable to provide any financial advice in this regard.
Most types of commercial and domestic insurance policies including Workers Compensation and Professional Indemnity insurance policies. Contact your insurance intermediary/broker for more information.
If you require information regarding your insurance policies, please contact your insurance intermediary/broker.
An Endorsement confirmation letter advises of a change to your insurance policy and your premium funding arrangement. A policy may have been added or your existing policy changed. If you are unsure of these changes, please contact your insurance intermediary/broker who can provide further details.
Once you have organised your insurance renewal, please speak to your insurance intermediary/broker who will advise our team to renew your premium funding.
Fill in the on line enquiry form on our contact us page and one of our team will call you to discuss.
Enquire now
Didn’t find your question in the list above? Go ahead and ask us here.