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:

Step 1

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.

Step 2

Surrenda-link will 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.

Step 3

Surrenda-link will 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.

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