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Traded Endowment is a highly specialised field and our dedicated team is a market leader in the area, having an unrivalled national reputation for title checking, the issuing of deeds, audits, setting up procedures and their related powers of attorney.

We provide legal services for a wide range of clients including:

  • Banks
  • Market makers - both UK and European based
  • Financial investors - UK, European, USA, Australian
  • Financial investors requiring offshore facilities.

Our specialist database handles traded endowment policy transactions, monitors performance standards and tracks the progress of portfolios. We can advise on processes and tailor-made services to ensure that all TEP transactions are processed in the most efficient way possible.

Click below for a useful related link:

The Association of Policy Market Makers

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Key contact
Kelley Jefferies

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