Interest Only Questionnaire

Name

Account Number

Please specify the type of repayment strategy you currently have in place to repay your interest-only mortgage at the end of your mortgage term:

Endowment

Endowment Value

Savings / Investment Plan

Savings/Investment Plan Value

ISA / PEP

ISA / PEP Value

Premium Bonds

Premium Bonds Value

Sale of Second Property

Sale of Second Property Value

Sale of Commercial Property

Sale of Commercial Property Value

Sale of Current Property - Downsizing

Sale of Current Property - Downsizing Value

Pension

Pension Value

Other

Please provide details:

Other Value

Are you confident that the repayment strategy will repay the mortgage balance at the end of the term?

Yes

No

Would you like a Mortgage Advisor to contact you to discuss the options available to you if you have any concerns you may have a shortfall in your repayment strategy?

Yes

No

Consent for storing submitted data

Yes, I give permission to store and process my data