If you submit this form and your request to switch meets our criteria for 'like for like' switching, then we will accept your request and send you a revised offer by post. We will then move you on to your new product when your existing product reaches its maturity date. You will not need to return the acceptance form included within your offer pack to accept the revised offer.
If you change your mind prior to your maturity date and want to cancel this switch, please get in touch via 0345 1669 227. We will move you to the previously agreed rate once your current product matures.
If you submit this form and the request to switch meets our criteria for 'like for like' switching, then we will accept the request and send your client a revised offer by post. We will then move your client to the new product when the existing product reaches its maturity date. Your client will not need to return the offer acceptance form in order to accept the offer.
If your client wants to decline this switch prior to the maturity date, please get in touch via 0345 1669 227. And they will be moved to the previously agreed rate once their current product matures.
If you have seen that the rate on your chosen product transfer has reduced, complete this form now to request a switch to the reduced rate product.
Please note: - Switches to products that do not meet our ‘like for like’ criteria are not permitted. - Requests received within 14 days of your current product transfer becoming effective will NOT be actioned. - Rate switches are permitted for residential mortgages only (i.e. not Buy to Let)
By submitting this form you confirm you have discussed the criteria for a like for like product transfer switch with the customer and that the new product requested falls into the category of like for like as described.
Customer Address:
Note: If 'Yes' it may be necessary to speak to a Mortgage Advisor.
We'll email details of the next steps, after you submit the request. We will not use this email address for any other purpose (unless you have provided to us and given your consent previously).
We will need to store this data to contact you. We are committed to taking good care of your personal data and ensuring the highest standards of privacy. If you have any questions on our privacy policy, please visit our website
By submitting this form, I am confirming that:
Unfortunately, you are unable to proceed with a Product Switch as you do not meet the criteria. Product Switches are only available for residential properties and exclude Buy-to-Let.
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