EASTLEYS SOLICITORS

Endowments

	Who may have a claim?
	What will be required?
	How do you pay?
	Questionnaire

Crime

Contact

Questionnaire

If you believe that you may have a case then please complete this form and a member of our Endowment Team will be in contact with you shortly.

Your Name

Address and Postcode

Tel Nos :

D.O.B.

Warnings
Did you receive a warning letter ?		Yes No

Have you actually complained about your endowment		Yes No

If so to whom?

Policy Details
Who is your Policy with?

Policy Number

Sum £

Shortfall £

Term of Policy

Type of Policy

When did you receive the advice to take the policy out ?

From whom? (Company Name)

Representative

Address

Life / Lives Assured (please enter full names)

Is the Policy being used as a repayment vehicle for your mortgage?		Yes No

If NO please note below when and why you changed the arrangement

When did your mortgage commence?

How did you choose your endowment/mortgage advisor?

Were they:

Did your adviser discuss with you what would happen if the Policy did not make the returns as forecast?		Yes No

If you had not taken out your mortgage on an Endowment basis, please give details of what you would have done instead ?

If other please give details

Do you believe the endowment was the correct mortgage for you at the time?		Yes No

Were the repayment and endowment mortgages discussed and offered to you ?		Yes No

Did you feel that you were pushed into an endowment mortgage?		Yes No

Did your adviser promise you that the full sum assured of your endowment were guaranteed to be fully paid at maturity?		Yes No

Did the adviser promise you an additional lump sum at the end of the endowment term?		Yes No

Have you surrendered the policy?		Yes No

When were you first aware of a possible shortfall in the value of your endowment policy?

Were you told that the endowment policy would be cheaper than a repayment mortgage?		Yes No

If YES, please give details

When you have completed the form please click on the Submit button once. Thank you.

Shortfall £

Address