
Producing KFIs
Applications
Once you and your client(s) have agreed which KFI best suits their needs you can proceed it to application. The data input for the KFI is automatically transferred into an application form ready to print off and complete.
Once completed and signed by you and your client(s), you should then send it to Bridgewater Equity Release Ltd, Citygate, St James' Boulevard, Newcastle upon Tyne, NE1 4JE.
If you have any queries regarding the processing of an application you can call the processing team on 0845 1 40 50 60.
For training purposes and your own security your call may be monitored and recorded.
These pages are for use by Professional Advisers only. Customers should speak to a Financial Adviser.