Authority for Transfer of Servicing

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The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Complete this Authority for Transfer of Servicing Form

to authorise us to provide ongoing servicing on your current pension and investment contracts.

Fields marked with * are required


Please could you treat this letter as my instruction to transfer the servicing of my plan and any trail/renewal commissions and/or any on-going fees due.
Please provide updated information to (adviser name) at the address as below. Thank you.

 

Firm:
Quilter Financial Services Limited is authorised and regulated by the Financial Conduct Authority's under FCA Register number 440703.
Quilter Mortgage Planning Limited is authorised and regulated by the Financial Conduct Authority’s under FCA Register number 440718.

 

Appointed Representative:
Charles Derby is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority (see the FCA register at www.fca.org.uk/register/, references 440718 and 440703).

 

MUST BE signed by Policyholder.