Selling Endowments Quote Form

Selling an Endowment

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Selling an Endowment Form If you want to find out if your endowment policy is sufficiently valuable for a endowment buyer to make on offer, complete the short form below. Only endowment policies of the "with profits" type are being bought, so if you have a unit linked endowment policy do not fill the form in. Unit linked polices are not tradable.
Please fill in all fields. Missing fields make it impossible to proceed with a sale.
	Title
	Contact Name
	Address
	Postcode
	Telephone
	Title 2 if joint
	Contact Name 2 if joint
	Insurance Company	Only "WITH PROFITS" policies are being bought, unit linked policies are not tradable.
	Policy Number
	Start Date
	Maturity Date
	Gross Premium
	Premium Frequency
	Basic Sum Assured
	Total Bonuses
	Bonus Year
	Surrender Value
	Surrender Value Date	This must be no more than 10 working days old
	Email Address
	Additional Vital Information Include here 1st applicants date of birth (DD/MM/YYYY) 2nd applicants date of birth (DD/MM/YYYY) Details of any policy alterations i.e. assigned to one applicant only. Finally state if the policy was a "low start" policy (premiums start off low and then increase in stages over the first 5 or 10 years)

Endowments that are commonly bought by the endowment buyers include - Standard Life, Norwich Union, General Accident, Prudential, Clerical Medical, Scottish Widows, Sun Life of Canada.

The information on this web site is intended as "information only" and should not be taken as "advice".

If you are unsure about what to do, if anything, about your endowment policy, you should consider taking advice from an independent financial adviser who is regulated by the Financial Services Authority