enquiries@endowmenttrade.co.uk

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Section 1: Policy Details:
*Original Life company:
Policy type:
Policy number:
*Start date: dd/mm/yyyy
*Maturity date: dd/mm/yyyy
*With profits basic sum assured:
 Note: Not death benefit
*Total bonuses declared:
*Bonus declaration date: dd/mm/yyyy
*Gross premium payable
*Premium frequency:
Monthly    Quarterly Half Yearly Yearly
Is the policy currently
assigned as security:
Yes       No
*Date of surrender quotation: dd/mm/yyyy
*Surrender value:
Has your policy has ever been altered in any way?
yes my policy has been altered. (Please give details and dates of alteration below)
 
 

Section 2: Professional Adviser's details
If you are filling in this form on behalf of your client, please give us your reply details below.
Your Title:
 Your Forename:  Your Surname:
Your business type: accountant    solicitor    IFA   
  estate agent    banker  other
*Your company name:
*Your contact tel.number:
Fax number:
*Your email address:
*Address line 1:
Address line 2:
*Town:
County:
Postcode:
Country:
  If the information above is complete, click on the submit button.


Section 3: Information Authorisation
 
If some of the information is missing, you need to fill in Section 3 below. As a signature is required you will need to print off this form instead of submitting it online, fill it out and return to us at EndowmentTrade, Oakwood Capital Limited, 9 Lydden Road, London, SW18 4LT.

You are not committing to any sale or transaction - simply that if any of the information above is missing or you are unsure, completion of this section enables us to contact your Life Office for the details.
To (fill in Assurance company):
 
My/Our policy number:
 
Person of life assured (policy owner) signature:
 
2nd person of life assured (if applicable) signature:
 
DO YOU HAVE A QUESTION
Name:
Tel:
Email:
Question:
Enter code:

 

 
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, Level 1, 9 Gilstead Rd, London, SW6 2LG. Telephone:+44 (0)8000 433730 Email: enquiries@endowmenttrade.co.uk.
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