How To Buy An Endowment Policy
Having chosen the policy you would like to invest in from the Surrenda-link stock
list, the process couldn't be simpler:
Contact our Trading Representative Linda Thelwell on 01244 615 656
to confirm availability and reserve your selected policy. We will forward you a
Policy Sales pack which you should complete and return to us promptly along with
your £150 deposit to secure your desired policy.
arrange the transfer of the legal ownership of the policy to yourself and help you
to set up a new Direct Debit instruction with the Life Company to enable them to
collect future policy premium payments from your bank account.
notify you as soon as the legal process is completed. Once you have arranged for
the payment of the balance for the policy to be made to Surrenda-link, the Policy
Ownership Pack will be sent to you via priority mail.