<br />
THE BROKER’S GUIDE TO For the use of mortgage intermediaries and<br />
other professionals only<br />
PRODUCT TRANSFERS<br />
in association with<br />
all areas<br />
Give your client all their<br />
switching options<br />
Access<br />
simpler, faster<br />
Product transfers made easy<br />
Smoother,<br />
CONTENTS<br />
Contents<br />
Page 4<br />
The product transfer opportunity<br />
Look again at this important sector<br />
Page 6<br />
Who suits a product transfer?<br />
Many of your clients could benefit<br />
Page 8<br />
Introducing forward dating<br />
More choice for your clients<br />
Page 10<br />
The product transfer process explained<br />
A step-by-step guide<br />
2 The Broker’s Guide to Product Transfers<br />
INTRODUCTION<br />
Introduction<br />
Welcome to The Broker’s Guide to Product Transfers,<br />
published<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 1" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=1"> THE BROKER’S GUIDE TO For the use of mort</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 2" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=2"> CONTENTS Contents Page 4 The product transfer o</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 3" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=3"> INTRODUCTION Introduction Welcome to The Broker</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 4" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=4"> MARKET The product transfer opportunity Don’t</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 5" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=5"> the same proc fee to brokers, whether you switch </a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 6" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=6"> SUITABILITY Who suits a product transfer? From </a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 7" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=7"> but a product transfer with their existing mainst</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 8" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=8"> FORWARD DATING Introducing forward dating Now y</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 9" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=9"> EXISTING PRODUCT END DATE KEYING FROM OPTIONS FOR</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 10" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=10"> PROCESS The Halifax product transfer process A </a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 11" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=11"> For the use of mortgage intermedi</a>
<a title="HALIFAX.SUPP_PROD.TRANS.ZMAG page 12" href="https://secure.viewer.zmags.com/publication/8179b6ea?page=12"> Supported by HXITLP314.10.19_V1</a>