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 What's This Only "WITH PROFITS" policies are being bought, unit linked policies are not tradable.
  Policy Number What's This
  Start Date What's This
  Maturity Date What's This
  Gross Premium What's This
  Premium Frequency What's This
  Basic Sum Assured What's This
  Total Bonuses What's This
  Bonus Year What's This
  Surrender Value What's This
  Surrender Value Date What's This 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)

 

What's This

              

 

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