enquiries@endowmenttrade.co.uk

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Private Client Form
(I am the policy holder)

Professional Adviser Form
(I am filling in the form for a client) 

IMPORTANT NOTICE: PLEASE READ CAREFULLY.

THERE ARE SIX ITEMS OF FINANCIAL INFORMATION RELATING TO YOUR POLICY THAT ARE REQUIRED TO BE COMPLETE AND ACCURATE BEFORE WE CAN PROVIDE YOU WITH A VALUATION.

  1. ISSUING LIFE COMPANY NAME AT START DATE. (MANY LIFE COMPANIES HAVE MERGED SINCE).

  2. EXACT START AND END DATE OF THE POLICY.

  3. BASIC SUM ASSURED OR BASIC BENEFIT (NOT DEATH BENEFIT).

  4. ACCRUED BONUSES UP TO 2006 OR 2007.

  5. GROSS PREMIUM AMOUNT AND FREQUENCY.

  6. CURRENT SURRENDER VALUE (WITHIN LAST MONTH).

  • MUCH OF THE FINANCIAL INFORMATION REQUIRED TO COMPLETE THE APPLICATION FORM WILL BE ON YOUR ORIGINAL POLICY DOCUMENT AND YOUR MOST RECENT ANNUAL BONUS STATEMENT.

  • YOU MUST HAVE AN UP TO DATE SURRENDER VALUE WHEN SUBMITTING A POLICY FOR QUOTATION.

  • YOU CAN OBTAIN AN UP TO DATE SURRENDER VALUE BY CONTACTING YOUR LIFE OFFICE EITHER BY TELEPHONE OR LETTER.

  • ANY OTHER FINANCIAL INFORMATION THAT IS INCOMPLETE CAN BE MADE AVAILABLE BY THE LIFE COMPANY BY CONTACTING THEM BY TELEPHONE OR IN WRITING.

  • THE POLICY QUOTATION FORM IS FOR 'WITH PROFITS' POLICIES ONLY. IF THE LIFE COMPANY OFFICE IS NOT ON THE SCROLL DOWN BAR THIS IS BECAUSE THE POLICY IS UNITISED OR UNIT LINKED AND NOT WITH PROFITS AND THEREFORE NOT TRADABLE. PLEASE NOTE THAT YOU CAN TELL IF YOUR POLICY IS UNITISED BY WHETHER THERE IS A REFERENCE TO "NO OF UNITS HELD" ON YOUR ANNUAL STATEMENT.

  • ITEMS MARKED WITH AN ASTERISK (*) ARE MANDATORY.

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Endowment Trade is the online internet division of Oakwood Capital Ltd which is authorised and regulated by the Financial by the Financial Services Authority. EndowmentTrade acts on an execution only basis and does not offer advice as to whether or not you should cash in your traded endowment policy. If in doubt, seek expert financial advice. Address: EndowmentTrade, Oakwood Capital Limited, 9 Lydden Road, London, SW18 4LT. Telephone:+44 (0)208 871 4290 Email: enquiries@endowmenttrade.co.uk.
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