Quotation request

Annuity Club for IFAs






Please complete our quick no-obligation form and one of our annuity specialists will be in touch within the next 24 hours. Any business transacted as a result of this request will be on the terms of the Annuity Club set out as agreed between our two firms.

Please complete all fields



IFA DETAILS:

IFA Firm Name

Contact Name

Telephone

Email

BM to contact client directly

BM to call IFA first

Client Daytime contact number

Client Email

Client Address

CLIENT DETAILS:

Annuitant's Full Name

Annuitant's Gender

Annuitant's Date of Birth

Marital Status

Main Occupation during
Working Life

Postcode

Partner's Full Name
(if joint or there are protected rights)

Partner's Gender

Partner's Date of Birth
(if joint or there are protected rights)

Relationship

 

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