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Endowment Eligibility Form

Endowment Eligibility
Please complete all fields.
  1. Name:(*)
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  2. Contact Telephone Number:(*)
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  3. Contact Email Address:(*)
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  4. Were you led to believe that your Endowment policy would repay the mortgage loan?(*)
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  5. Did the advisor correctly establish your attitude to risk?(*)
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  6. Would you have been prepared to take a risk with the repayment of your mortgage?(*)
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  7. Were other options for repaying your mortgage fully discussed?(*)
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