Suitability

Look through the following checklist to see if your policy is suitable for sale:

  • Does your policy have a surrender value of at least £1,500 ?
  • Has the policy been running for 5 years?
  • Is it a 'with profits' endowment or 'whole of life' policy?
  • Or is it a guaranteed stockmarket bond?
  • Is it a conventional policy? (not flexible)

If you are unsure about any of the details please check the policy and your last bonus statement

If you need help do not hesitate to call us on 0161 969 7111




The Endowment Exchange, Becque Wayman Investments, 2A Curzon Road, Sale M33 7DR, UK.
Telephone: 0161 969 7111. Fax: 0161 905 2186. EMail: info@endowmentexchange.co.uk

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