INFORMATION FOUND in this area of the website is INTENDED FOR USE BY PROFESSIONAL INTERMEDIARIES ONLY
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Mortgage Eligibility - Retirement Lifestyle Booster

By completing this mortgage eligibility form you are supplying information which will help us to provide an estimation of how much your client might be eligible to borrow and receive each month. An estimation does not reserve funds for any specific product.

A response will be emailed back to you, within two business working days and is valid for the following 14 days.

A KFI will be provided for this product once a mortgage eligibility form has been completed.

           
Eligibility Form - Retirement Lifestyle Booster
* Indicates required information
Applicant one
Any self-employed net profit, before tax, during the past 3 years (£)
Applicant two
Any self-employed net profit, before tax, during the past 3 years (£)
Has any party to this proposed mortgage application ever:
Outstanding mortgage details
Mortgage details
If the answer is 'No' we cannot proceed
For applications without an outstanding mortgage to be repaid, the minimum loan amount is £60,000. For properties with an outstanding mortgage to be repaid, the minimum loan amount is £45,000, of which at least £30,000 must be used for the monthly advance.
The minimum property value is £240,000 for applications without an outstanding mortgage to be repaid. For properties with an outstanding mortgage to be repaid, the minimum property value is £180,000.
If 'Yes', please answer the following two questions
Please complete the additional information box at the end of this form to let us know how to display the fee split on the KFI
If you would like to keep a record of the information you're submitting to us, please print this page before clicking 'Submit'. Once submitted, we're unable to email you the customer's details due to data protection.