Endowments at Money Sorter

Endowment Sale Application Form

If you want to see if your endowment can be sold, please complete this brief form. It will go to our partners who are experts at getting you the best price available.

Please note that your information is safe under the Data Protection Act

IF THIS FORM IS BROKEN PLEASE CONTACT US

FIRST LIFE ASSURED
Title:
Full Name:
Address:
Date of Birth:
E-mail Address:
Telephone Number:
Fax Number:
SECOND LIFE ASSURED
*Please leave blank if there's no Second Applicant*
Title:
Full Name:
Address:
Date of Birth:
E-mail Address:
Telephone Number:
Fax Number:
Please fill in all these details: If you're not sure about them leave them blank and our partners will help you to find out what they are. (But don't forget to fill in the contact info above).
Has the policy at any time been assigned or deposited as security?:	Yes No
Commencement Date:
Current Surrender Value:
Estimate of Maturity Value:
Gross Premium:
Total reversionary bonuses attaching:
Age admitted 1st Life Assured:	Yes No
LIFE OFFICE:
Is your policy Currently assigned or deposited?:	Yes No
Maturity Date:
Date of surrender value:
Basic sum assured (on which bonuses are paid):
Premiums paid (monthly, annually):
Date of last bonus declaration:
Age admitted 2nd Life Assured:	Yes No
POLICY NUMBER:
All information is strictly confidential

About our partners

The experts we will refer your enquiry to are called Baronworth. They are Independent Financial Advisers who were established 15 years ago. Their three directors have a total of over 100 years experience in Accountancy, Banking and the Law.

They were the first firm to offer discounts on financial products, a radical step in the interests of the consumer. Now known as Discount Broking, this practice has become commonplace but, at the time, caused uproar in the financial world.

Baronworth receives frequent mentions in the national media including appearances on radio and TV.

One of the directors, Colin Jackson, was named as IFA of the Year, for 2001/2002, in a poll of trade and national press journalists.

Contact them now

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Data Protection Act

Please note that Moneysorter is registered under the Data Protection Act of 1998 and follows the strict privacy and security guidelines the act requires.

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Endowment Sale Application Form

Please fill in all these details:

About our partners

Data Protection Act