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 submitted your original Product Transfer request via the broker portal, the manual e-form or post or email:

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 you submitted your original Product Transfer request via MSO:

If you submit this form and the request to switch meets our criteria for 'like for like' switching, then we will cancel your original Product Transfer application and inform you via email so that you will be able to re-submit a new application for the new product. Please note, if your client has paid any product fees, these will be refunded and any new fees applicable will need to be paid when submitting the new application. We will then move your client to the new product when the existing product reaches its maturity date.

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.

By submitting this form, I am confirming that:

• I have previously accepted a Product Transfer Offer.
• I wish to switch to the new product stated above and understand that, if my request is accepted, I will be issued with a revised offer.
• I understand that I don't need to return the acceptance form included within my offer pack to accept the revised offer. The revised offer will be deemed accepted unless I contact you to tell you otherwise.

By submitting this form, I am confirming that:

• My client has previously accepted a Product Transfer Offer.
• That I have confirmed with all parties their wish to switch to the new product stated above.

If you submitted your original Product Transfer request via the broker portal, the manual e-form or post or email:

• I understand that, if my request is accepted, my client(s) will be issued with a revised offer.
• I understand that my client does not need to return the acceptance form included within my offer pack to accept the revised offer.

If you submitted your original Product Transfer request via MSO:

• I understand that, if my request is accepted, my client current Product transfer application will be cancelled and a new application will need to be submitted.
  
• I understand that, if my client has paid a product fee up front, this will be refunded and the new fee will need to be paid on submission of the application.