Our traded endowment policies team has a national reputation within this market, offering clients and institutions a high level of personal service.

Our client base encompasses corporate clients, including banks, market makers and worldwide financial investors, as well as smaller investment companies and individuals. We offer clients a tailor-made database to ensure that TEP transactions are processed in the most efficient way possible.

We provide a service for the acquisition and resale of policies by:

• Acquiring a full policy pack from third parties
• Requesting Life Office information
• Drawing up all Deeds of Assignment and related documents
• Obtaining and verifying money laundering documents
• Verifying clear title
• Obtaining bankruptcy searches and company searches
• Transferring funds to vendors
• Registration of ownership
• Securitisation of original policies