|
Home
Add this page to your favourites |
Selling Endowment Policies / Selling Endowments
(recent examples)
Selling endowments, or selling endowment policies for more than the surrender value is easy. If you want to find out what the highest price your endowment policy will sell for, complete the short form below - there is no charge to you.
Only "WITH PROFITS" policies are tradable, unit
linked policies will not be bought by the traders.
Alternatively phone 0800 072 1972 and your details will be taken over the phone by
the largest UK TEP market maker who specialise in selling endowments, and one of their experienced staff can help you find the information you need. If necessary they can send you a form to allow them to get in touch with your endowment policy insurance company, who will supply them with the information directly - there is still no charge for this service |
|
Please fill in all fields - click for a
printable checklist
to help you
locate all the information needed for selling endowments. |
| |
Title |
|
| |
Contact Name |
|
| |
Address |
|
| |
Postcode |
|
| |
Telephone |
* |
| |
Title 2, if a joint policy |
|
| |
Contact Name 2, if joint
policy |
|
| |
Insurance Company |
Only "WITH PROFITS" policies are being bought, unit linked
policies are not tradable. |
| |
Policy Number |
|
| |
Start Date (dd/mm/yyyy) |
|
| |
Maturity Date (dd/mm/yyyy) |
|
| |
Gross Premium |
|
| |
Premium Frequency |
|
| |
Basic Sum Assured |
|
| |
Total Bonuses |
|
| |
Bonus Year (dd/mm/yyyy) |
|
| |
Surrender Value |
|
| |
Surrender Value Date (dd/mm/yyyy) |
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 of low and then increase in stages over the first 5 or 10
years)
|
|
|
|