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. We offer clients a tailor-made database to ensure that TEP transactions are processed in the most efficient way possible.

The TEP team provides loan and gearing facilities by :

• Liaison with banks and market makers to establish loan facility
• Liaison with market makers for investor details
• Carrying out full legal checks on policies used as security
• The issuing of legal charge, deeds, direct debit mandates
• Verification of clear title
• Reporting on title to bank
• Registering of legal charge
• Retrocession of charge
• Offering a comprehensive legal service to market makers for any portfolio
• Provision of management information systems - customised reports to banks or market makers.