HomeInvestor. Application for additional cover under mortgage options. Important notes
|
|
- Mae Dawson
- 5 years ago
- Views:
Transcription
1 HomeInvestor Application for additional cover under mortgage options Important notes This application relates to the mortgage options which are available under, and governed by, the HomeInvestor Provisions (the Provisions ). These options are available where mortgage options are shown in your HomeInvestor Policy Certificate. This application will be used to assess whether the conditions for exercise of the mortgage options in section 13 of the Provisions have been met. This application for additional cover must be in connection with a mortgage increase for either house purchase or house improvements. Your answers to the questions on this form will be used to assess the application and you must, therefore, answer them fully to the best of your knowledge and belief. You must give us any information which might be relevant and which could influence our decision. If you are unsure whether a particular fact is relevant, you should disclose it. Before any plan comes into force, any changes in the facts contained in the answers given in this application must be notified to Clerical Medical in writing. Clerical Medical reserves the right to amend the terms on which your application may have been accepted or to withdraw acceptance in any event of such change. Part or all of the plan benefits might be forfeited if the requirements of the above paragraphs are not complied with. It is important that you read this section if you have ever had a genetic test. We comply with the Association of British Insurers policy on genetics and insurance. We ll never ask you to take a genetic test. You don t have to tell us about any genetic test result you ve had if: i) you re applying for Life Cover and the total amount of that benefit, added to any existing life insurance policies you have, is less than 500,000; ii) iii) you re applying for Critical Illness Cover and the total amount of that benefit, added to any existing critical illness policies you have, is less than 300,000; you re applying for Income Protection and the total amount of that benefit, added to any existing income protection policies you have, is less than 30,000 a year. You may need to tell us if your benefit amount goes over these limits. The Government s Genetics and Insurance Committee has agreed that certain genetic test results can be used for insurance and we will only use these ones. Please ask us if you think this may apply to you or go to However, you must always tell us about any genetically inherited condition which your family has a history of, or which you have symptoms of or are being treated for. If you want, you can tell us about any negative genetic test results to show you have not inherited a genetic disorder and we ll take this into account. Insurers pass information on claims concerning income protection insurance, critical illness insurance and waiver of premium benefits to the Income Protection Claims Register, run by the Association of British Insurers (ABI). The aim is to prevent duplicate fraudulent claims. When you make a claim, we will notify the register of that event. You can ask us for more information about this. The mortgage options expire on the life assured s 55th birthday and are not available in respect of plans that mature after the life assured s 70th birthday. The mortgage options can only be used on a maximum of three separate occasions and each occasion should be at least twelve months apart. You should remember that any person who is advising you regarding the plan(s), policy(ies) or contract(s) for which you are applying, is acting for you and not on behalf of Clerical Medical. Plan benefits will not commence until Clerical Medical has issued a Letter of Acceptance and all conditions contained therein have been complied with. Copies of the completed application and the plan provisions are available on request. The phrase Clerical Medical is used in this form to refer to Scottish Widows Limited. Defined terms used in this application have the same meaning as in the Provisions. 1
2 Please answer questions in CAPITAL LETTERS, and give careful consideration to any declaration before signing it. A. Details of the life (lives) to be assured First life Sex Male Female Mr/Mrs/Miss/Ms or other title Surname Full forename(s) Address Second life Sex Male Female Mr/Mrs/Miss/Ms or other title Surname Full forename(s) Address Phone number address Phone number address Marital Status single Marital Status single married married divorced divorced separated separated widowed widowed Date of birth (DD MM YYYY) Date of birth (DD MM YYYY) Place of birth Place of birth For tax purposes are you resident in the UK? Yes No For tax purposes are you resident in the UK? Yes No Length of residence in the UK Years Months Length of residence in the UK Years Months Country of residence (if other than UK) Country of residence (if other than UK) Nationality (list all if more than one) Nationality (list all if more than one) Occupation Occupation B. Plan details Fund Choice Please state the investment funds used in your illustration for premiums to be allocated to. Please give whole percentages only and the total must equal 100%. For the choice of funds available, please speak to your financial adviser. We may change the selection of funds that we make available. Fund name % Assumed rate of growth on investment funds Growth Rate % Please state the assumed growth rate used in your illustration % 2
3 B. Plan details (continued) Options Waiver of Premium Available only if you have this benefit under your existing plan and the life (lives) assured is (are) aged 59 or under and in full-time employment. If you do not require Waiver of Premium benefit on the increased cover, your existing Waiver of Premium benefit will remain unaltered. Do you wish to extend your existing Waiver of Premium benefit? First Life Yes No Second Life Yes No Critical Illness Cover If your original plan included Critical Illness Cover, then providing that this application for additional cover is accepted, your Critical Illness Cover will increase in the same proportion as the Sum Assured. C. Mortgage details Loan amount (new total sum assured) Address of property being mortgaged Term Years Months Name and address of lender Date of move (if applicable) Name of solicitor I/We confirm that the increase in cover is in connection with a mortgage increase for either house purchase or house improvements. Please tick Please note: Where an extra premium is being/has been charged on the original plan (policy), you should also complete a full application form. Please remember to sign the Declaration at the back of this form. 3
4 Declaration I/We declare that the option is being effected with a view to the proceeds being used to repay a mortgage on my/our main residence. I/We acknowledge that the plan may be rendered void if it is established that the option was not being effected for the purpose stated above. I/We consent to Clerical Medical seeking information about my/our loan from the lender and authorise the giving of such information. I/We also consent to Clerical Medical giving information about my/our plan to the lender. I/We declare that I/we have read and understood the important notes on the cover of this application and that all statements made are true and complete to the best of my/our knowledge and belief. I/We understand that you will pass the information about any claim concerning income protection insurance, critical illness insurance and waiver of premium benefits to the ABI so that they can make it available to other insurers. I/We also understand that, in response to any searches you may make in connection with this claim, the ABI may pass you information it has received from other insurers. I/We have read any answers completed other than in my/our own handwriting and confirm that they are correct. Data Privacy Notice Your personal information will be held by Scottish Widows Ltd which is part of the Lloyds Banking Group. More information on the Group can be found at This privacy notice contains key information about how we will use and share your personal information and the rights you have in relation to this. If you want to know more please access our full privacy notice at or ask us for a copy. We will use your personal information: to provide products and services, manage your relationship with us and comply with any laws or regulations we are subject to (for example the laws that prevent financial crime or the regulatory requirements governing the products we offer). for other purposes including improving our services, exercising our rights in relation to agreements and contracts and identifying products and services that may be of interest. To support us with the above we analyse information we know about you and how you use our products and services, including some automated decision making. You can find out more about how we do this, and in what circumstances you can ask us to stop, in our full privacy notice. Your personal information will be shared within Lloyds Banking Group and other companies that provide services to you or us, so that we and any other companies in our Group can look after your relationship with us. By sharing this information it enables us to better understand our customer s needs, run accounts and policies, and provide products and services efficiently. This processing may include activities which take place outside of the European Economic Area. If this is the case we will ensure appropriate safeguards are in place to protect your personal information. You can find out more about how we share your personal information with credit reference agencies below and can access more information about how else we share your information in our full privacy notice. We will collect personal information about you from a number of sources including: information given to us on application forms, when you talk to us in branch, over the phone or through the device you use and when new services are requested. from analysis of how you operate our products and services, including the frequency, nature, location, origin and recipients of any payments. from or through other organisations (for example card associations, credit reference agencies, insurance companies, retailers, comparison websites, social media and fraud prevention agencies). in certain circumstances we may also use information about health or criminal convictions but we will only do this where allowed by law or if you give us your consent. You can find out more about where we collect personal information about you from in our full privacy notice. 4
5 We may be required by law, or as a consequence of any contractual relationship we have, to collect certain personal information. Failure to provide this information may prevent or delay us fulfilling these obligations or performing services. The law gives you a number of rights in relation to your personal information including: the right to access the personal information we have about you. This includes information from application forms, statements, correspondence and call recordings. the right to get us to correct personal information that is wrong or incomplete. in certain circumstances, the right to ask us to stop using or delete your personal information. from 25th May 2018 you will have the right to receive any personal information we have collected from you in an easily re-usable format when it s processed on certain grounds, such as consent or for contractual reasons. You can also ask us to pass this information on to another organisation. You can find out more about these rights and how you can exercise them in our full privacy notice. We may also collect personal information about other individuals who you have a financial link with. This may include people who you have joint accounts or policies with such as your partner/spouse, dependents, beneficiaries or people you have commercial links to, for example other directors or officers of your company. We will collect this information to assess any applications, provide the services requested and to carry out credit reference and fraud prevention checks. You can find out more about how we process personal information about individuals with whom you have a financial link in our full privacy notice. In order to process your application we may supply your personal information to credit reference agencies (CRAs) including how you use our products and services and they will give us information about you, such as about your financial history. We do this to assess credit worthiness and product suitability, check your identity, manage your account, trace and recover debts and prevent criminal activity. We may also continue to exchange information about you with CRAs on an ongoing basis, including about your settled accounts and any debts not fully repaid on time, information on funds going into the account, the balance on the account and, if you borrow, details of your repayments or whether you repay in full and on time. CRAs will share your information with other organisations, for example other organisations you ask to provide you with products and services. Your data will also be linked to the data of any joint applicants or other financial associates as explained above. You can find out more about the identities of the CRAs, and the ways in which they use and share personal information, in our full privacy notice. The personal information we have collected from you and anyone you have a financial link with may be shared with fraud prevention agencies who will use it to prevent fraud and money laundering and to verify your identity. If fraud is detected, you could be refused certain services, finance or employment. Further details of how your information will be used by us and these fraud prevention agencies, and your data protection rights, can be found in our full privacy notice. If you apply to us for insurance, we may pass your details to the relevant insurer and their agents. If a claim is made, any personal information given to us, or to the insurer, may be put onto a register of claims and shared with other insurers to prevent fraudulent claims. It is important that you understand how the personal information you give us will be used. Therefore, we strongly advise that you read our full privacy notice, which you can find at or you can ask us for a copy. If you have any questions or require more information about how we use your personal information please contact us using You can also call us on If you feel we have not answered your question Lloyds Banking Group has a Group Data Privacy Officer, who you can contact on and tell us you want to speak to our Data Privacy Officer. 5
6 First life Marketing choices We would like to keep you up to date on products and offers that may be of interest to you. Please select how you would like to hear from us below. These choices won t affect any necessary information we need to send you such as statements and, don t worry, you can change your mind and update your preferences at any time. SCOTTISH WIDOWS WEBSITES You may see relevant messages when you log in to our online services. If you choose no, you may still see messages, but they will not be tailored to you. Yes No Yes No POST Yes No DEVICE NOTIFICATIONS As we develop mobile applications you ll receive relevant notifications to your mobile device Yes No TEXT MESSAGES Yes No PHONE Yes No By saying yes, you are giving consent for Scottish Widows to use your personal information to send you relevant offers and information about our products. Scottish Widows includes the following legal entities: Scottish Widows Ltd, Scottish Widows Unit Trust Managers Limited, Scottish Widows Administration Services Limited and HBOS Investment Fund Managers Limited. Occasionally we will send you selected offers from other companies within Lloyds Banking Group that may be relevant to you. Signature Date (DD MM YYYY) Name in CAPITAL LETTERS Second life Marketing choices We would like to keep you up to date on products and offers that may be of interest to you. Please select how you would like to hear from us below. These choices won t affect any necessary information we need to send you such as statements and, don t worry, you can change your mind and update your preferences at any time. SCOTTISH WIDOWS WEBSITES You may see relevant messages when you log in to our online services. If you choose no, you may still see messages, but they will not be tailored to you. Yes No Yes No POST Yes No DEVICE NOTIFICATIONS As we develop mobile applications you ll receive relevant notifications to your mobile device Yes No TEXT MESSAGES Yes No PHONE Yes No By saying yes, you are giving consent for Scottish Widows to use your personal information to send you relevant offers and information about our products. Scottish Widows includes the following legal entities: Scottish Widows Ltd, Scottish Widows Unit Trust Managers Limited, Scottish Widows Administration Services Limited and HBOS Investment Fund Managers Limited. Occasionally we will send you selected offers from other companies within Lloyds Banking Group that may be relevant to you. Signature Date (DD MM YYYY) Name in CAPITAL LETTERS Please note: Please complete and sign the Direct Debit Instruction if your bank details have altered and return it with your application. 6
7 Instruction to your bank or building society to pay Direct Debits Please complete the whole of this form and send it to: Originator s Identification Number Clerical Medical, PO Box 28121, 15 Dalkeith Road, Edinburgh EH16 9AS Bank or building society branch full postal address and account details Name(s) of Account Holder(s) For Clerical Medical official use only. This is not part of the instruction to your bank or building society. Bank or building society account number Branch sort code To: The Manager Bank/Building society Address Instruction to your bank or building society Please pay Clerical Medical Direct Debits from the account detailed on this instruction subject to the safeguards assured by the Direct Debit Guarantee. I understand that the instruction may remain with Clerical Medical and, if so, details will be passed electronically to my bank/building society. Signature(s) Clerical Medical reference number Date (DD MM YYYY) Banks and Building Societies may not accept Direct Debit Instructions for some types of account. Please detach this guarantee and keep it for your future reference. The Direct Debit Guarantee This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits. If there are any changes to the amount, date or frequency of your Direct Debit Clerical Medical will notify you ten working days in advance of your account being debited or as otherwise agreed. If you request Clerical Medical to collect a payment, confirmation of the amount and date will be given to you at the time of the request If an error is made in the payment of your Direct Debit, by Clerical Medical or your bank or building society, you are entitled to a full and immediate refund of the amount paid from your bank or building society If you receive a refund you are not entitled to, you must pay it back when Clerical Medical asks you to You can cancel a Direct Debit at any time by simply contacting your bank or building society. Written confirmation may be required. Please also notify us. Clerical Medical is a trading name of Scottish Widows Limited. Scottish Widows Limited is registered in England and Wales No Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number
8 Clerical Medical is a trading name of Scottish Widows Limited. Scottish Widows Limited is registered in England and Wales No Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number G907/0418
ISA TRANSFER REQUEST. This form can be used to transfer from both Cash and Stocks and Shares ISAs.
ISA TRANSFER REQUEST This form can be used to transfer from both Cash and Stocks and Shares ISAs. Do not send this form to your existing ISA manager. Scottish Widows will arrange for the transfer of your
More informationGroup Additional Voluntary Contributions Plan
Group Additional Voluntary Contributions Plan Member application form Please complete in CAPITAL LETTERS and where appropriate. 1. Personal details Name of pension plan Mr/Mrs/Miss/Ms or other title Surname
More informationDEED OF APPOINTMENT OF PROTECTOR BY TRUSTEES
DEED OF APPOINTMENT OF PROTECTOR BY TRUSTEES For the trustees an existing trust which allows for the appointment a protector to appoint a protector where none currently exists. IMPORTANT NOTES This deed
More informationFor personal contributions only (not employer contributions)
Individual Pensions Additional investment application form For personal contributions only (not employer contributions) Reference CCTI This form can be used to: increase regular contributions add an additional
More informationGroup Money Purchase Plan
Group Money Purchase Plan Member application Please complete in CAPITAL LETTERS and where appropriate. Please complete this application, sign it and return it to your employer. This form should be kept
More informationDEED OF APPOINTMENT OF ADDITIONAL TRUSTEES. For use with the Scottish Widows OEIC Discretionary Trust
DEED OF APPOINTMENT OF ADDITIONAL TRUSTEES For use with the Scottish Widows OEIC Discretionary Trust What this form is for Should you die, you would want your OEIC investment to be paid out quickly efficiently.
More informationOEIC APPLICATION FORM. For single and monthly payment investments from a limited company FOR OFFICE USE ONLY. Referral Type.
OEIC APPLICATION FORM For single and monthly payment investments from a limited company FOR OFFICE USE ONLY Agency Number Referral Type Vantive Lead ID Introducer Code (if different from above) Campaign
More informationGroup Personal Pension Plan
Group Personal Pension Plan Application Application notes The information that you provide on this form will be used to assess your application and you must therefore provide complete and correct information
More informationIncome Drawdown Plan (Pre 75)
Income Drawdown Plan (Pre 75) Application for Flexible Access Drawdown opening a plan with a drawdown to drawdown transfer Please use this form if you want to apply for an Income Drawdown Plan (Pre 75)
More informationFutureProof Individual Stakeholder Plan
FutureProof Individual Stakeholder Plan Request to change contributions and/or add a transfer payment Please write in CAPITAL LETTERS, with black ink and where appropriate. Add or change a regular contribution
More informationClerical Medical Self-Invested Fund
Clerical Medical Self-Invested Fund Property purchase application form You need to complete this form if you want to acquire property as an investment within your Self-Invested Fund, or to transfer property
More informationRequest to change contributions and/or add a transfer payment. Add or change a regular contribution Monthly/Yearly/Applicant/Third party/employer
Personal pensions Request to change contributions and/or add a transfer payment This form is for use with the following products: FutureProof Individual Pension Plan Personal Pension Plan (Series 3) Personal
More informationGROUP MONEY PURCHASE OR AVC SCHEME
GROUP MONEY PURCHASE AVC SCHEME ADVISER CHARGES FM EMPLOYEE A. ADVISER CHARGES Select the method(s) by which we should pay your financial adviser by ticking the options you want to use and inserting the
More information3 YEAR FIXED TERM DEPOSIT ACCOUNT
3 YEAR FIXED TERM DEPOSIT ACCOUNT Provided by Scottish Widows Bank SUMMARY BOX PLEASE READ THIS SUMMARY BOX BEFORE YOU COMPLETE THE APPLICATION AND THEN KEEP IT FOR YOUR RECORDS. DON T RETURN IT WITH THE
More informationProvided by Scottish Widows Bank SUMMARY BOX SUMMARY BOX. The interest rate is variable. The current rate is shown in the table below.
E-CASH ISA 3 Provided by Scottish Widows Bank SUMMARY BOX PLEASE READ THIS SUMMARY BOX BEFORE YOU COMPLETE THE APPLICATION AND THEN KEEP IT FOR YOUR RECORDS. DON T RETURN IT WITH THE APPLICATION. This
More informationREGISTERING AN EXISTING OEIC UNDER TRUST
REGISTERING AN EXISTING OEIC UNDER TRUST Only use this form in conjunction with an OEIC Discretionary Trust Deed OEIC DETAILS Fund Manager Scottish Widows Unit Trust Managers Fund and Shareclass Account
More informationINSTANT SAVER 2 ACCOUNT
INSTANT SAVER 2 ACCOUNT Provided by Scottish Widows Bank SUMMARY BOX PLEASE READ THIS SUMMARY BOX BEFORE YOU COMPLETE THE APPLICATION AND THEN KEEP IT FOR YOUR RECORDS. DON T RETURN IT WITH THE APPLICATION.
More informationNON-PERSONAL SAVINGS ACCOUNT
NON-PERSONAL SAVINGS ACCOUNT DETAILS AMENDMENT FORM Send your completed form to: Scottish Widows Bank, PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Telephone: 0345 845 0829. This form should be
More informationA GIFT FIXED TERMS BENEFICIARIES DUTIES OF TRUSTEES ADDITIONAL TRUSTEES STAMP DUTY INHERITANCE TAX (IHT) INCOME TAX IF YOU ARE IN ANY DOUBT
YOUR ABSOLUTE TRUST THIS IS A SPLIT TRUST WHERE, AT CLAIM, ANY CRITICAL ILLNESS OR TERMINAL ILLNESS BENEFITS WILL BE PAID TO THE TRUSTEES FOR THE BENEFIT OF THE SETTLOR. Suitable for Single Life or Joint
More informationSUITABLE FOR NEW APPLICATION OR EXISTING POLICIES
FIXED GIFT TRUST SUITABLE FOR NEW APPLICATION OR EXISTING POLICIES This trust does not allow for any part of the trust fund, or any income, to be paid for the benefit of the settlor Policy Number: Life
More informationDEED OF APPOINTMENT AND RETIREMENT OF TRUSTEES
DEED OF APPOINTMENT AND RETIREMENT OF TRUSTEES What this form is for: This form should be used where up to two trustees wish to retire from their duties as a trustee, the continuing trustees wish to appoint
More informationPENSION FUND DEPOSIT ACCOUNT 2
PENSION FUND DEPOSIT ACCOUNT 2 Provided by Scottish Widows Bank SUMMARY BOX PLEASE READ THIS SUMMARY BOX BEFORE YOU COMPLETE THE APPLICATION AND THEN KEEP IT FOR YOUR RECORDS. DON T RETURN IT WITH THE
More informationOEIC APPLICATION FORM. For single and monthly payment investments by trustees FOR OFFICE USE ONLY. Referral Type. Agency Number
OEIC APPLICATION FORM For single and monthly payment investments by trustees FOR OFFICE USE ONLY Agency Number Referral Type Vantive Lead ID Introducer Code (if different from above) Campaign Code Branch
More informationKEY FACTS SCOTTISH WIDOWS DIRECT ADVICE SERVICES
KEY FACTS SCOTTISH WIDOWS DIRECT ADVICE SERVICES IMPORTANT INFORMATION ABOUT OUR SERVICES AND COSTS Scottish Widows Limited, PO Box 17037, 69 Morrison Street, Edinburgh EH3 8YD This document explains the
More informationMORTGAGE DECLARATION
MORTGAGE DECLARATION Applicant 1 Applicant 2 Mortgage applied for (please tick) Professional Mortgage Flexible Mortgage Date application submitted (DD MM YYYY) The following Declaration must be read, agreed
More informationCHARITY DEPOSIT ACCOUNT
CHARITY DEPOSIT ACCOUNT Provided by Scottish Widows Bank SUMMARY BOX PLEASE READ THIS SUMMARY BOX BEFORE YOU COMPLETE THE APPLICATION AND THEN KEEP IT FOR YOUR RECORDS. DON T RETURN IT WITH THE APPLICATION.
More informationINVESTMENT PORTFOLIO BOND APPLICATION FORM. Request to add to your Investment Portfolio Bond FOR INTERNAL USE ONLY. Proposal number.
INVESTMENT PORTFOLIO BOND APPLICATION FORM Request to add to your Investment Portfolio Bond Proposal number FOR INTERNAL USE ONLY Policy number Special deal number The Investment Portfolio Bond is provided
More informationSole /Joint Account. Your application to add a new customer to a. Bank use only D D M M Y Y. Your personal details D D M M Y Y D D M M Y Y
our application to add a new customer to a Sole /Joint Account Please write clearly in the white spaces with capital letters or cross the boxes. Bank use only Please complete all sections of this form.
More informationSUITABLE FOR NEW APPLICATION OR EXISTING POLICIES
FIXED GIFT TRUST SUITABLE FOR NEW APPLICATION OR EXISTING POLICIES This trust does not allow for any part of the trust fund, or any income, to be paid for the benefit of the settlor Policy Number: Life
More informationApplication to alter your HomeInvestor outside the mortgage options
HomeInvestor Application to alter your HomeInvestor outside the mortgage options Important notes Your answers to the questions on this form will be used to assess the application and you must, therefore,
More informationCHANGE OF EMPLOYMENT FORM APPROPRIATE PERSONAL PENSION SCHEME/ PERSONAL PENSION SCHEME
CHANGE OF EMPLOYMENT FORM APPROPRIATE PERSONAL PENSION SCHEME/ PERSONAL PENSION SCHEME SW Policy No. THIS FORM SHOULD BE COMPLETED IF YOU ARE A MEMBER OF THE SCOTTISH WIDOWS APPROPRIATE PERSONAL PENSION
More informationADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2 Customer Type e.g. Buy to Let, Self Build, Mainstream Existing Account Number(s) Please submit Stage 1 of the Additional Borrowing Form to receive
More informationLOOKING AFTER YOUR INVESTMENT PORTFOLIO BOND
INVESTMENT PORTFOLIO BOND LOOKING AFTER YOUR INVESTMENT PORTFOLIO BOND In choosing our Investment Portfolio Bond you have made a large financial commitment. This booklet contains important information
More informationPERSONAL PENSION (TOP UP PLAN) APPLICATION FORM
PERSONAL PENSION (TOP UP PLAN) APPLICATION FORM CHECKLIST TO BE COMPLETED BY YOUR FINANCIAL ADVISER Have you fully completed your company details on page 2? Yes No Have you completed and enclosed a separate
More informationEXECUTOR AUTHORITY FORM
EXECUTOR AUTHORITY FORM Lloyds Bank Share Dealing Only use if value of Share Dealing Account(s) is over 50,000 ( 36,000 in Scotland) This form is to be completed and signed by all the executors or administrators
More informationBUY TO LET MORTGAGE APPLICATION FORM
BUY TO LET MORTGAGE APPLICATION FORM STAGE 2 OF 2 Please submit Stage 2 form to upgrade to full application once customer has read and accepted the Mortgage Illustration. Please complete this page if form
More informationFOR USE WITH NEW APPLICATIONS OR WITH EXISTING POLICIES
FLEXIBLE GIFT TRUST (DISCRETIONARY TRUST) FOR USE WITH NEW APPLICATIONS OR WITH EXISTING POLICIES This trust does not allow for any part of the trust fund or any income, to be paid for the benefit of the
More informationTRANSFER OF EQUITY APPLICATION FORM. This form should be used for Buy to Let and Let to Buy applications only.
TRANSFER OF EQUITY APPLICATION FORM This form should be used for Buy to Let and Let to Buy applications only. Account Number Please complete Names of Existing Borrowers: Title Mr Mrs Miss Ms Other First
More informationRETIREMENT ACCOUNT TRANSFERRING SCHEME DETAILS (ONLINE ADVISED TRANSFERS INTO RETIREMENT PLANNING)
RETIREMENT ACCOUNT TRANSFERRING SCHEME DETAILS (ONLINE ADVISED TRANSFERS INTO RETIREMENT PLANNING) Scottish Widows will only accept transfers where financial advice has been given. Warning: You must not
More informationINDIVIDUAL STAKEHOLDER PENSION PLAN APPLICATION FORM TO SET UP A NEW PLAN TO RECEIVE ADVISED TOP-UPS
INDIVIDUAL STAKEHOLDER PENSION PLAN APPLICATION FORM TO SET UP A NEW PLAN TO RECEIVE ADVISED TOP-UPS WHEN TO USE THIS FORM This application form is to set up a new Individual Stakeholder Pension Plan into
More informationExecutor Authority & Small Estates Declaration & Indemnity Form Bank of Scotland Share Dealing
Under 50,000 ( 36,000 in Scotland) Executor Authority & Small Estates Declaration & Indemnity Form Bank of Scotland Share Dealing Bank of Scotland Share Dealing Account Details Bank of Scotland Share Dealing
More informationSCOTTISH WIDOWS ANNUITY
SCOTTISH WIDOWS ANNUITY APPLICATION FORM FOR INTERNAL USE SW Policy No. Scottish Widows Quotation No. This application is for the purchase of a Scottish Widows Annuity. The minimum amount we will accept
More informationEMPLOYEE APPLICATION FORM LOCAL AUTHORITY AVC FOR OFFICE USE ONLY. Agency Number. Referral Type. Introducer Code. Vantive Lead ID
EMPLOYEE APPLICATION FORM LOCAL AUTHORITY AVC Agency Number FOR OFFICE USE ONLY Referral Type Vantive Lead ID Introducer Code (if different from above) Campaign Code SB Code S B Branch Sort Code Please
More informationINDIVIDUAL SAVINGS ACCOUNT (ISA) APPLICATION FORM FOR OFFICE USE ONLY S B. Introducer Code (if different from above) Branch Sort Code.
INDIVIDUAL SAVINGS ACCOUNT (ISA) APPLICATION FORM FOR OFFICE USE ONLY Agency Number Referral Type Vantive Lead ID Introducer Code (if different from above) Campaign Code Branch Sort Code SB Code S B Share
More informationINVESTMENT PORTFOLIO BOND APPLICATION FORM. Supplementary lives assured and/or applicants form (for individual applicants only)
INVESTMENT PORTFOLIO BOND APPLICATION FORM Supplementary lives assured and/or applicants form (for individual applicants only) This declaration is supplementary to the Investment Portfolio Bond application
More informationPERSONAL PENSION (TOP UP PLAN) APPLICATION TO INCREASE CONTRIBUTIONS FOR OFFICE USE ONLY. Agency Number
PERSONAL PENSION (TOP UP PLAN) APPLICATION TO INCREASE CONTRIBUTIONS Agency Number FOR OFFICE USE ONLY Arranged by: Application to increase contributions Did your adviser give you advice in respect of
More informationIntermediary Self Build Mortgage Application Form
Intermediary Self Build Mortgage Application Form Stage 1 of 2 Roll number Please post this form to: Self Build Team, Pentland House, 8 Lochside Avenue, Edinburgh Park, South Gyle, Edinburgh, EH12 9DJ,
More informationFlexible Mortgage Plan
to alter your plan outside the Guaranteed Insurability options Existing Flexible Mortgage Plan number Guidance notes Important read this before you apply Please make sure that every question in each section
More informationINDIVIDUAL STAKEHOLDER PENSION PLAN APPLICATION FORM ON BEHALF OF A MINOR FOR OFFICE USE ONLY. Referral Type. Agency Number
INDIVIDUAL STAKEHOLDER PENSION PLAN APPLICATION FORM ON BEHALF OF A MINOR FOR OFFICE USE ONLY Agency Number Referral Type Vantive Lead ID Introducer Code if different from above) Campaign Code Branch Sort
More informationGROUP PERSONAL PENSION PLAN TRANSFER APPLICATION FORM. For Individual Transfers to existing Scottish Widows Schemes Only
GROUP PERSONAL PENSION PLAN TRANSFER APPLICATION FORM For Individual Transfers to existing Scottish Widows Schemes Only FINANCIAL ADVISER DETAILS (TO BE COMPLETED BY YOUR FINANCIAL ADVISER IF APPROPRIATE)
More informationGroup Personal Pension Plan/ Group Stakeholder Pension Plan Member s notification of a transfer value/single contribution
Group Personal Pension Plan/ Group Stakeholder Pension Plan Member s notification of a transfer value/single contribution 1. Application notes This form can only be used if you re currently (whether paying
More informationPERSONAL PENSION PLUS TRANSFER APPLICATION FORM. For post 30 June 1988 plans only
PERSONAL PENSION PLUS TRANSFER APPLICATION FORM For post 30 June 1988 plans only Warning: You must not make false statements when filling in this application; it is a serious offence. The penalties are
More informationGROUP STAKEHOLDER PENSION PLAN TRANSFER APPLICATION FORM. For Individual Transfers to existing Scottish Widows Schemes Only
GROUP STAKEHOLDER PENSION PLAN TRANSFER APPLICATION FORM For Individual Transfers to existing Scottish Widows Schemes Only FINANCIAL ADVISER DETAILS (TO BE COMPLETED BY YOUR FINANCIAL ADVISER IF APPROPRIATE)
More informationGROUP PERSONAL PENSION APPLICATION FORM. Member
GROUP PERSONAL PENSION APPLICATION FORM Member Policy number: (Internal use only) This form is for individuals who wish to apply for a Group Personal Pension plan. Please read the Key Features and product
More informationADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 1 OF 2 It is essential that this form is completed in its entirety. Forms not fully completed or any illegible forms, will be returned and will delay
More informationINDIVIDUAL STAKEHOLDER PENSION PLAN TRANSFER APPLICATION FORM FOR OFFICE USE ONLY. Campaign Code. Agency Code
INDIVIDUAL STAKEHOLDER PENSION PLAN TRANSFER APPLICATION FORM Campaign Code FOR OFFICE USE ONLY Agency Code IMPORTANT INFORMATION Warning: You must not make false statements when filling in this application;
More informationBereavement Instruction Form (postal notifications only)
Page 1 of 7 Bereavement Instruction Form (postal notifications only) Bereavement Centre PO BOX 524 Bradford BD1 5ZH Telephone: 0800 587 5870 Please fill in the form using BLOCK CAPITALS and black ink.
More informationCAF 90 DAY NOTICE ACCOUNT
CAF 90 DAY NOTICE ACCOUNT Summary box Account name What is the interest rate? CAF 90 Day Notice Account The interest rate is variable. The current annual rate is shown in the table below. Balance 500+
More informationFURTHER ADVANCE APPLICATION FORM. This form is to be completed by a mortgage intermediary and signed by the applicant(s).
FURTHER ADVANCE APPLICATION FORM This form is to be completed by a mortgage intermediary and signed by the applicant(s). Existing Mortgage Account number: IFA INFORMATION First Name Surname Date of Birth
More informationLET TO BUY MORTGAGE APPLICATION FORM STAGE 1 OF 2. It is essential that this form is completed in its entirety.
LET TO BUY MORTGAGE APPLICATION FORM STAGE 1 OF 2 It is essential that this form is completed in its entirety. If you are completing a Buy to Let application, you will need to use the Buy to Let application
More informationPENSION ENCASHMENTS AND SMALL POTS ADVISED NON-GMP CASES
PENSION ENCASHMENTS AND SMALL POTS ADVISED NON-GMP CASES IMPORTANT INFORMATION Please read this section carefully before completing this application form. This form can only be used where you are taking
More informationCAF 1 YEAR FIXED TERM DEPOSIT ACCOUNT
CAF 1 YEAR FIXED TERM DEPOSIT ACCOUNT Summary box Account name What is the interest rate? CAF 1 Year Fixed Term Deposit Account The interest rate for Issue 109 is fixed. The annual rate is shown in the
More informationSTAKEHOLDER PENSION PLAN
ARMED FORCES STAKEHOLDER PENSION PLAN APPLICATION FORM Member Agency Number: A6929038 Warning: You must not make false statements when filling in this application; it is a serious offence. The penalties
More informationChild Trust Fund Transfer Application Form
Child Trust Fund Transfer Application Form How to complete this form Please complete this form in BLOCK CAPITALS and in black ink. Mark the boxes with a cross as appropriate. Please do not write on or
More informationA GUIDE TO OFFSETTING
A GUIDE TO OFFSETTING INTRODUCING OFFSET With Scottish Widows Bank s Flexible and Professional Mortgages, our offset facility is available on all variable and some fixed rate products. If you decide to
More informationSecond Charge Loan Application Submission Form
Second Charge Loan Application Submission Form FAO: Second Charge Underwriting Team - Precise Mortgages Application form for Name Post code Mortgage Illustration ID A: / The following are attached: completed
More informationIntermediary mortgage data capture form
Intermediary mortgage data capture form Submit your client s mortgage application online: www.halifax-intermediaries.co.uk Number of applicants Is this a remortgage? Yes No Do you require a mortgage Illustration
More informationInheritable ISA allowance - transfer of inherited investments from an Aegon ISA
For customers Aegon Platform Inheritable ISA allowance - transfer of inherited investments from an Aegon ISA In this form, Aegon means Cofunds Limited. Before completing this form You must have received
More informationCustomer Privacy Notice Edition
Customer Privacy Notice - 2018 Edition How Precise Mortgages uses your personal data 0800 116 4385 precisemortgages-customers.co.uk Contents About us 3 Who this privacy notice applies to 3 Why we are providing
More informationThe Scottish Equitable Personal Pension Scheme: The Scottish Equitable Self-administered Personal Pension Scheme:
For customers This form should take approximately 15 minutes to complete. Is this form for me? You should complete this form when: restarting contributions to a plan that has previously been paid up (in
More informationDecision in Principle Form Residential Second Charge Loans
Decision in Principle Form Residential Second Charge Loans FAO: Second Charge Underwriting Team - Precise Mortgages Decision in Principle for: Name Please confirm below the type of product(s) required.
More informationAegon ISA transfer application form
For customers Aegon Platform Aegon ISA transfer application form In this form, Aegon means Cofunds Limited. Use this form to transfer investments from an ISA held with another ISA manager to an Aegon ISA.
More informationM&G Adviser reference number
The M&G ISA Application for tax year ending 5 April 20 Y Y KIID MGSL This form: can be used to invest in The M&G ISA for the first time can be used to make an additional subscription to your M&G ISA, and
More informationADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2
ADDITIONAL BORROWING/ PURCHASE OF EQUITY FORM STAGE 2 OF 2 Customer Type e.g. Buy to Let, Self Build, Mainstream Existing Account Number(s) Please submit Stage 1 of the Additional Borrowing Form to receive
More informationISA Transfer Application Form Cash ISA
Structured Products ISA Transfer Application Form Cash ISA If you are reinvesting proceeds from a maturing Plan please use our Direct and ISA Application Form. This Application Form is for Deposit Plans.
More informationKEY FEATURES OF THE MORTGAGE REVIEW PLAN. Important information you need to read
KEY FEATURES OF THE MORTGAGE REVIEW PLAN Important information you need to read THE FINANCIAL CONDUCT AUTHORITY IS A FINANCIAL SERVICES REGULATOR. IT REQUIRES US, SCOTTISH WIDOWS, TO GIVE YOU THIS IMPORTANT
More informationBMI Card application form
Please note that we will be unable to process your BMI Card application if you do not provide a signature in the credit agreement section on page 7. BMI Card application form CREDIT CARD AGREEMENT REGULATED
More informationDirect and ISA Application Form
Structured Products Direct and ISA Application Form This Application Form is for Deposit Plans. This form can also be used when reinvesting proceeds from a maturing Investec Plan. Applications must be
More informationAbout our advice service
Page 1 of 5 About our advice service This document sets out important information. Please take time to read through it before you invest. If you have any questions please speak to your adviser. Our Service
More informationPRIVACY NOTICE LAST UPDATED: SEPT. 2018
PRIVACY NOTICE LAST UPDATED: SEPT. 2018 HOW THE BANK USES YOUR PERSONAL DATA This privacy notice provides an overview of how Hellenic Bank Public Company Ltd (the Bank ) processes your personal data. Personal
More informationPower of Attorney / Court of Protection Order / Guardianship Order Registration form
Power of Attorney / Court of Protection Order / Guardianship Order Registration form This form should be used by a third party (Attorney, Deputy or Guardian) to register on an existing account held by
More informationAegon General Investment Account re-registration application form
For customers Aegon Platform Aegon General Investment Account re-registration application form In this form, Aegon means Cofunds Limited. Use this form to transfer funds into an Aegon General Investment
More informationCofunds Pension Account Application form
Cofunds Pension Account Application form SELF-DIRECTED This form is to be used for Self-directed clients only. Please use this form if you want to set up a new Cofunds Pension Account by making a single
More informationPrudential Onshore Portfolio Bond Additional Investment application form Some important information before you start
Prudential Onshore Portfolio Bond Additional Investment application form Some important information before you start Please return this form to Prudential International Assurance plc, Stirling FK9 4UE.
More informationAegon GIA application for pension schemes form
For customers Aegon Platform Aegon GIA application for pension schemes form In this form, Aegon means Cofunds Limited. Use this form to apply for an Aegon General Investment Account (GIA) to be held on
More informationFor commission eligibility and FCA product sales data purposes: if you did not provide advice on this sale please tick. FCA number
The M&G ISA Application to transfer your ISA(s) to M&G from another ISA manager KIID MGSL This form can be used to: transfer both previous and current tax year ISA contributions to M&G from another ISA
More informationApplication To Defer. 1. Your details For identification verification purposes, please complete the following information.
Application To Defer 0845 217 1134 1. Your details For identification verification purposes, please complete the following information. (a) Date of Birth (dd/mm/yyyy) (b) Please confirm that the name and
More informationApplication Form Pure Drawdown Plan
Application Form Pure Drawdown Plan This form is an application for a lifetime mortgage with Pure Retirement Limited. To avoid delays in processing the application, it is important that the form is completed
More informationBUY TO LET MORTGAGE APPLICATION FORM
BUY TO LET MORTGAGE APPLICATION FORM STAGE 2 OF 2 Please submit Stage 2 form to upgrade to full application once customer has read and accepted the Mortgage Illustration. Please complete this page if form
More informationOptions application form
For customers Whole of Life Options application form This is an application to use an option on your Whole of Life policy. Guaranteed insurability option. Joint-life separation option. Gift inter vivos
More informationCash ISA Transfer Application
Cash ISA Transfer Application Please complete and return pages 1-4 to transfer your existing ISA to United Trust Bank Limited (otherwise it may delay processing). If you wish to transfer ISAs from different
More informationGroup Personal Pension
Application Form (For employed or self-employed individuals) Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited This form is for employees, or self-employed individuals
More informationMBNA customer questionnaire: Payment Protection Insurance. Section A: about you. Our reference:
MBNA customer questionnaire: Payment Protection Insurance Please complete all sections of the questionnaire as fully as possible, so that your complaint can be assessed quickly. We aim to provide a response
More informationFor commission eligibility and FCA product sales data purposes: if you did not provide advice on this sale please tick
M&G OEIC funds Application to invest a lump sum KIID Important Information: Before investing, you should read an up-to-date version of the Key Investor Information Documents (KIIDs) for the fund(s) in
More informationAccount Opening Application Form Personal Accounts
Account Opening Application Form Personal Accounts Currency: Sterling US Dollar Other Ace Current Account 90 Day Notice Online Easy Access Account Fixed Term Deposit Account Interest Payment Frequency
More informationIndividual Savings Account (ISA)
Application Form Individual Savings Account (ISA) Need more information? alrayanbank.co.uk 0800 4086 407 Mon to Fri: 9am 7pm Sat: 9am 1pm Returning this form It is important that you complete this application
More informationNON-PERSONAL SAVINGS ACCOUNT CONDITIONS. Effective from 13th January 2018.
NON-PERSONAL SAVINGS ACCOUNT CONDITIONS Effective from 13th January 2018. WELCOME TO SCOTTISH WIDOWS BANK This booklet explains how your Scottish Widows Bank savings account works, and includes its main
More informationPROTECTION FOR LIFE POLICY PROVISIONS. Life Cover PFL LC (2016)
PROTECTION FOR LIFE POLICY PROVISIONS Life Cover PFL LC (2016) INTRODUCTION THIS BOOKLET PROVIDES DETAILS FOR A LIFE COVER POLICY. EACH SCHEDULE ISSUED BY SCOTTISH WIDOWS LIMITED ( SCOTTISH WIDOWS ) AND
More informationAgreement in Principle Family Step Mortgage
Agreement in Principle Family Step Mortgage This form should be completed and emailed to the Society email: intermediaries@themarsden.co.uk if you require an Agreement in Principle Decision. Trusted by
More informationInvestment Online Submission Declaration form
Submission Declaration Investment Online Submission Declaration form About this form Please use black ink and write in CAPITAL LETTERS or tick as appropriate. Any corrections must be initialled by the
More information