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Product Switch Form

For further information on the product transfer timeframes and whether additional supporting documentation is required, please refer to our Product Transfer FAQ section on our website or alternatively call us on 0808 281 9309.


I can confirm that:

  • The above company is FCA registered
  • I am not aware of any FCA enquries
  • I am sufficiently qualified to offer mortgage advice
  • My training and development covers financial crime, data protection and MCOB rules
  • I have provided mortgage advice to the client

I have submitted the separate Customer Consent Form signed by the relevant party and I understand that this request will not be actioned until consent has been received.