Part 2: Investment-backed interest-only mortgage questionnaire (NB: For use only in cases where no investment advice is being provided) Part 2A: Complete When Customer Using Existing Investment To Repay Part/All Of Loan The value of investments may go down as well and up and you may not get as much at maturity as you expected to clear the debt. If the arrangement involves you making specified regular payments, you must ensure you keep making these payments. What type of existing investment(s) do you intend to use? (Tick ALL that apply) Endowment policy Personal pension Equity ISA/PEP Other - If please describe ‘Other’, Have you provided details of the existing investment(s) being used? If details of existing investment(s) being used to repay the loan ‘Yes’, record Type of Sum assured or Lives assured Policy Maturity Projected value at end term contract min death or policyholder number date (state assumed % growth benefit rate) £ £ £ How much of the mortgage do you wish to cover using the existing £ investments? Applicant declarations (tick boxes) Self Partner I understand that I have not been provided with investment advice about whether to rely on my existing investments to repay my mortgage debt I understand that my responsibility to monitor the progress of my it’s investment(s) to make sure they will fully cover the amount of mortgage debt I intend them to repay. I understand that my home is at risk if I fail to either keep up repayments during the term of the mortgage or repay the capital amount of the loan at the end. Name (1st Applicant) Date Signature Name (2nd Applicant) Date Signature
Part 2: Investment-backed interest-only mortgage questionnaire (NB: For use only in cases where no investment advice is being provided) Part 2A: Complete When Customer Using Existing Investment To Repay Part/All Of Loan The value of investments may go down as well and up and you may not get as much at maturity as you expected to clear the debt. If the arrangement involves you making specified regular payments, you must ensure you keep making these payments. What type of existing investment(s) do you intend to use? (Tick ALL that apply) Endowment policy Personal pension Equity ISA/PEP Other - If ‘Other’, please describe Have you provided details of the existing investment(s) being used? If ‘Yes’, record details of existing investment(s) being used to repay the loan Type of contract Sum assured or min death benefit Lives assured or policyholder Policy number Maturity date Projected value at end term (state assumed % growth rate) £ £ £ How much of the mortgage do you wish to cover using the existing investments? £ Applicant declarations (tick boxes) Self Partner I understand that I have not been provided with investment advice about whether to rely on my existing investments to repay my mortgage debt I understand that it’s my responsibility to monitor the progress of my investment(s) to make sure they will fully cover the amount of mortgage debt I intend them to repay. I understand that my home is at risk if I fail to either keep up repayments during the term of the mortgage or repay the capital amount of the loan at the end. Name (1st Applicant) Signature Date Name (2nd Applicant) Signature Date