What is this form?
This annuity Common Quotation Request Form has been agreed between the major providers of Enhanced Annuities.
Its aim is to simplify and speed up the process of getting you offer terms for your clients that qualify for enhanced annuity terms.
What are the advantages?
- Only one Quotation Request Form will need to be completed by your client to obtain offer terms from each of the participating providers.
- Each product provider will be quoting figures on a like for like basis, which makes the differences between each quotation more transparent.
Other annuity providers, either existing or new entrants into the market, will be welcome to join the Group to take advantage of this process.
To ensure you are using the most up-to-date version of this form please download it from this site
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