Equity Release Re-mortgage

Name
(First life)

*

Date of birth
(First life)

*    Current Age 
both/sole applicant must be 55+

Marital status
(First life)

Select single married cohabitating separated divorced widowed *

Address*

Telephone Number

*

E-mail address

*

Type of property

Select House Bungalow Flat *

Is the property freehold or leasehold?

Select: Freehold Leasehold N/a *

If leasehold - number of years left on lease (must be at least 75 years)

What are the walls made of?

Select: Brick Stone Concrete Timber Other *

What is the roof made of?

Select: Tile Slate Thatch Other

Estimated current value of property (must be worth at least £40,000 or £50,000 if sheltered accommodation)

£ *

When did you take the loan out?

*

What type of scheme is it?

Select: Lifetime roll up Mortgage Reversion scheme Shared Appreciation Ordinary mortgage *

If a reversion - What percentage have you previously sold?

%

For all types - Which company did you take it with?

*

If a Lifetime Roll Up or Shared Appreciation, how much do you now owe? (This can be obtained by contacting your existing provider)

£

If a Lifetime Roll Up and you do not know how much you now owe, how much did you originally receive?

£

Why are you looking to re-mortgage your existing Equity release plan?

Select: Seeking cheaper rate Need further lump sum Current lender won't offer more *

If to take more, how much more do you need?

£

If you want more - please state for what purpose

Are you still in any Early Repayment Charge/Penalty period?

Select Yes No Not sure *

If yes - how much is it?

£

I authorize you to use this information to acknowledge receipt of my information,to communicate with me regarding my enquiry, and to send me relevant information and offers from your company.
(If you do not want to receive information please untick box)

"Equity release" includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

Advice on Money

8a Richfield Avenue
Reading
Berkshire
RG1 8EQ

tel: 0118 958 6421
fax: 0118 958 8431
e-mail: quotes@adviceonmoney-ifa.co.uk

Principal:
Keith Hargraves

Advice on Money is an Appointed Representative of Sesame Ltd who are authorised and regulated by the Financial Services Authority

Sesame is entered on the FSA register under reference 150427