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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.
Only "WITH PROFITS" policies are tradable,
unit linked policies will not be bought by the traders.
Please note : all fields must be completed with the latest,
accurate information, or the traders will be unable to assess the endowments
value and ignore it.
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Please fill in all fields - click for a
printable checklist
to help you
locate all the information needed for selling endowments. |
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Title |
i.e. Mr, Mrs, Ms, Doctor, Rev
etc. |
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Contact Name |
i.e. John Smith |
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Address |
do not use commas (,) in the
address |
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Postcode |
i.e. BH13 7PN |
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Telephone |
* |
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Title 2, if a joint policy |
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Contact Name 2, if joint
policy |
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Insurance Company |
 i.e. Standard Life - Please note, Only "WITH PROFITS" policies are being bought, unit linked
policies are not tradable. |
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Policy Number |
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Start Date (dd/mm/yyyy) |
write as 01/06/1990 for example, using forward
slash (/) |
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Maturity Date (dd/mm/yyyy) |
write as above, using forward slash (/) |
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Gross Premium |
Do not use £ sign (write £51.92 as 51.92 using
full stop to separate pounds and pence) |
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Premium Frequency |
(usually monthly) |
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Basic Sum Assured |
Do not use commas or £ sign (write £10,234 as 10234
omitting the comma and £ sign) |
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Total Bonuses |
Do not use commas or £ sign |
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Bonus Year (dd/mm/yyyy) |
write as 2010 for example |
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Surrender Value |
Do not use commas or £ sign (write £23,567.90 as
23567.90) |
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Surrender Value Date (dd/mm/yyyy) |
This must be no more than 5 days old or the policy
cannot be valued |
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Email Address |
* |
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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)
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