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Template agency transfer requests

By Fred Sanchez,2014-04-20 19:18
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Template agency transfer requests

     Template agency transfer requests. Guidance notes.

    We require the following information on an agency transfer request (the wording does not need to be exact).

    ; Wording to state that the client wishes to register with a

    specific IFA / that the policy is to be transferred.

    ; Signature of the Grantee (s)

    ; Signatures of the Absolute Assignee(s), Trustee(s), (if

    applicable).

    ; Dates of all signatures.

    ; Printed name(s)

    ; Dates of birth(s)

    ; Policy number(s) /confirmation if all client’s policies are to be

    transferred.

    ; The name and address of the agents that the policy is to be

    transferred to.

    ; Confirmation whether commission is to be transferred. ****************************************************** Example:

     Company Name.

I hereby appoint ‘ Company Name ‘of ‘ Network Name ’ to act as my

    financial adviser. I confirm that they may gain any information relating to the policy/ policies mentioned below/all of my policies held, with effect from the date of this letter. I/we request that the future servicing be transferred and any future commission payments be made to:

     ‘Company Name’

     ‘Company Address’

    Policy number(s). Type of policy.

    Client 1. Client 2.

Signed: Client signature Signed:

    Name: Client name printed Name:

    Date of birth: Client date of birth Date of birth:

    Date of signature: Date of client signature Date of signature

    Agency transfer requests and letters of authority can be forwarded onto the following Friends Provident contact details.

     Friends Provident

     P O Box 1550

     Milford

     Salisbury

     SP1 2UU

     FAX: 0870 531 4151

     Agency transfer.

I hereby appoint ‘ ‘ of ‘ ‘ to act as

    my financial adviser. I confirm that they may gain any information relating to the policy / policies mentioned below/all of my policies held, with effect from the date of this letter. I/we request that the future servicing be transferred and any future commission payments be made to:

    Policy number(s) Type of policy(s)

    Client 1. Client 2. Signed: Signed: Name: Name: Date of birth: Date of birth: Date of signature: Date of signature:

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