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Open Organisation from the left-hand navigation. This record is not administrative housekeeping. These details appear in your documents. The evidence pack prints all of them on a Firm details page. Your client disclosure statement uses your firm name, PI insurer and cover limit. Your AI policy uses your firm name and your in-house development answer. Wrong details here become wrong details in documents that go to clients and insurers. Only the firm owner can change these details. Other users can view them.

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Required

  • Organisation name
  • Address
  • Contact email
  • Contact phone
  • Jurisdiction

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Optional, and worth completing

  • Companies House number
  • RICS firm registration number
  • VAT number
  • Organisation size
Under insurance:
  • Insurer name
  • Policy number
  • Cover limit (£)
  • Renewal date

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Two answers that shape your documents

This is a three-state answer: yes, no, or not yet answered. It is deliberately not defaulted to no.It maps to Section 5 of the standard, which requires firms developing AI to apply the standard’s provisions to the development process as well. Your answer changes the wording of your AI policy, so answer it accurately. The standard does not define in-house development. In our view, it may include fine-tuning a model or building a tool on top of someone else’s. If you are unsure, answer yes.
Clause 4.3 requires you to disclose to clients, if available, the extent of your professional indemnity cover for AI use.Recording the insurer, policy number, cover limit and renewal date here means the position is written down in one place. It does not by itself satisfy clause 4.3, which is discharged through your client disclosures.Whether your cover extends to AI use is a separate question, answered on Client Disclosures. Your disclosure statement uses both.The standard does not require you to hold AI cover. It requires disclosure of what you have.

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Keeping it current

Changing your organisation details does not update documents already generated. If you change your PI insurer or cover limit, regenerate and adopt your client disclosure statement. If you change your in-house development answer, regenerate and adopt your AI policy. The evidence pack always uses your current details when you export it.
Your firm’s risk appetite is also held at firm level. It comes from your survey answers and drives the Within appetite column on the Risk Register. The owner can change it under Review and amend your survey answers. See RAG ratings.