Product Transfer Declaration

Adviser Name
Meeting Date
Date of Last Fact Find
Customer Name
Current Mortgage Provider
Current Mortgage Rate/Product Description
New Mortgage Rate/ Product Description

Customer to please tick to confirm & sign the declaration:

Applicant 1 / Applicant 2
Income: I confirm that there has been no change in my employment or reduction in my incomesince the date of the last fact find & that I am not aware of any factors that may change this in the future. / ☐ / ☐ /
Mortgage Repayments: I confirm that I have maintained mortgage repayments in full for at least the last 12 months & I am not aware of any factors that may change this in the future. / ☐ / ☐
Other Credit Commitments: I confirm that I have maintained all other commitments in full for at least the last 12 months & I am not aware of any factors that may change this in the future. / ☐ / ☐ /
Fact Find: Having reviewed the previous fact find document I can confirm that there are no material changes that may impact on my ability to repay the mortgage in the future. / ☐ / ☐ /
Product Transfer: I understand that in assessing the Product Transfer the adviser has done so assuming the new product interest rate, which might rise in the future, & my current circumstances, which might change in the future. / ☐ / ☐ /

DO NOT SIGN THIS DECLARATION UNLESS YOU ARE ENTIRELY SATISFIED. IF YOU HAVE ANY QUESTIONS OR ARE NOT SATISFIED WITH ANY ASPECT, ASK YOUR ADVISER FOR ASSISTANCE BEFORE SIGNING THIS OR ANY OTHER FORM (NEVER SIGN A BLANK FORM).

If you are unable to tick each box, for any reason, then a full fact find will be required to establish further circumstances.

When making an application to the mortgage lender of choice you will be agreeing to the lender’s own application assessment process. You understand that this will typically involve enquiries in relation to the information and documents supplied in order to identify and prevent fraud. If fraud is identified details will be passed on to fraud prevention agencies to prevent fraud and money laundering.

Data Protection

For the purposes of the Data Protection Act 1998 the firm will be the data controller responsible for the processing of information provided by you in this transaction. The firm will hold this information securely either, in paper format or electronically. It will not be passed on to other organisations without your express consent. Under Data Protection regulations you are entitled, on payment of a fee to cover costs, to a copy of personal information we hold about you.

I hereby consent that any information I provide, including sensitive personal data such as health and medical records, may be disclosed to third parties, e.g. credit reference agencies and medical practitioners, for the purpose of obtaining a quotation or processing my applicationonly where relevant to the particular policy, but for no other purpose.

I hereby consent to any Lender/Product Provider or other relevant party disclosing information other than further medical details to the Adviser or Appointed/Authorised Representative in order to administer my application.

I understand that any consent given by myself may be withdrawn at any time in writing.

I agree that the adviser may contact me to review my mortgage and non-investment insurance arrangements periodically and/or shortly before my mortgage incentive period ends. / ☐ / ☐
I consent to my details being used for customer profiling and general marketing purposes. / ☐ / ☐
What is your preferred method of contact? (Telephone calls may be recorded & monitored) / Details / Applicant 1 / Applicant 2
Letter / ☐ / ☐ /
E-mail / ☐ / ☐ /
Telephone / ☐ / ☐ /
Fax / ☐ / ☐ /
Date:
Applicant 1 Signature:
Applicant 2 Signature: