Independent Financial Advisers
Information Request Form
Please supply ALL of the information below, as we cannot quote you a sale price if ANY is missing. (you can phone us during office hours on 01884 254726 if you need any help)
Please note that policies linked to managed or equity funds are not saleable - only 100% "with profits" policies can be sold.
I have a policy to sell - these are the details:
Name of Insurance Company
Policy Start Date
Policy Finish (maturity) Date
Amount of Premium
If your policy is a
house purchase endowment
please enter both the death benefit and endowment sum assured below. The endowment benefit will be shown on the policy document or on the bonus statement and may be referred to as the amount to which bonuses are added, the basic sum assured or the guaranteed amount payable on maturity of the policy. On a 25 year policy this will be around 40% of the death benefit. A unitised policy will not show this figure so leave the "endowment sum" below blank.
Name(s) of Policy Holders
Death Benefit (Sum Assured)
Amount of Bonuses Added
Add "unitised" after the amount if unit linked with profits policy. (must be 100% with profits).
Current Surrender Value
Please note that as we contact over fifteen firms who buy policies, it may take 1-2 weeks to obtain the best offer. If the matter is particularly urgent please tick this box
Paul Hipkiss, Independent Financial Advisers
7 Bampton Street, Tiverton, Devon, EX16 6AA
Tel: 01884 254726, Fax: 01884 258641