Endowment Policy Maximiser UK. Endowment policies, sell endowment policy, teps, sell endowment, sell endowment policys, sell endowment policies

Home - Why Sell Through Us ? - Is Your Policy Saleable ? - Get a Quote Today - Jargon Buster

Policy Submit _ Application Form.
Use this form to get a quote for your policy
You must have a policy statement and a surrender value with you when submitting a policy for a quote.
You can obtain a surrender value from the company that issued you your endowment policy.
Please note, we are unable to make offers on unit-linked and unitised policies.
Reminder: You must ensure before selling or surrendering an endowment linked to a mortgage that you have arranged alternative life cover and means of repayment.

Personal Details: (* Required Fields)

Title:

Mr. Mrs. Ms. Dr.

First Name: *

Surname: *

Address:

Town/City:

County:

Post Code:

Telephone Day: *

Telephone Evening:

Email: *

Fax:

Policy Details:

Issuing Life Offfice:

Other Life Offfice:

Start Date of Policy:

/ / (dd/mm/yyyy)

End Date of Policy:

/ / (dd/mm/yyyy)

Gross Premium:

Frequency:

Monthly		Annual
Quarterly		Semi_Annual:

Sum Assured:

Bonuses:

Bonus date:

/ / (dd/mm/yyyy)

Surrender Value:

Surrender Value Date:

/ / (dd/mm/yyyy)

Has the Policy been altered?

Has the Policy been Assigned?

Yes		No
Not Sure

Life/Lives Assured:

(names)

Is the Policy Currently Assigned?

Yes		No
Not Sure

Special bonus

Policy Number:

Date of birth of 1st life assured

(dd/mm/yyyy)

Date of birth of 2nd life assured

(dd/mm/yyyy)

Gender of 1st life assured

Gender of 2nd life assured

Do you have the policy documents :

Yes

Have you had a quotation from anyone else before using our service ?

Yes		No
If yes please state previous best offer

Comments

Endowment Policy Maximiser is the TEP division of Moneysworth Ltd. Moneysworth Ltd is authorised and regulated by the Financial Services Authority. Moneysworth Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 448958. Moneysworth Ltd Registered in England & Wales No. 04782475 Director T.D. Boddy. Registered Office: Springwood, Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS. The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Telephone - 01565 757765