How do you avoid missing any cancellation deadline in a portfolio?
In detail
Two contracts expiring on the same day can have different deadlines if their notice periods differ.
Depending on the contract, receipt of the cancellation may be what counts. A margin of a few days protects against postal delays.
A portfolio sorted only by expiry date reveals deadlines too late.
What the law says
The Federal Act on Insurance Contracts (ICA) and the contract’s general terms and conditions set the cancellation rules. The applicable notice period is stated in the contract and its terms.
In practice
Each month, review the deadlines falling in the next 90 days and keep proof of every dispatch.
How Tacita helps
In Tacita, the diary shows the notice deadline, not just the expiry date.
Useful tools and pages
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