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Coventry intermediaries logo0800 121 7788 Monday to Friday 9am - 6pm

Product transfers

You will need your client's authority to conduct business on their behalf. Depending on what your client needs (KFI, further advances, product transfers or porting), you will need to complete and return, via secure email Opens new website in another window, one of the forms below:

Purpose Form

Customer mortgage account information request

Use this form to gain authority to act on behalf of an existing customer of the Coventry group and/or request information about their mortgage account only, e.g. current ERCs, current balance, current valuation etc. Please complete the form, scan and send using our secure email to intermediaries@thecoventry.co.uk Opens new website in another window

Customer authority and mortgage information request (PDF 551KB)Opens in a new window

Like-for-like product transfer transactions only (Residential or BTL)

Use this form to gain authority to act on behalf of an existing customer of the Coventry group and/or request information about their mortgage account – and to request a product transfer KFI/illustration. Please complete the form, scan and send using secure email to intermediaries@thecoventry.co.uk Opens new website in another window

Customer authority, information and KFI/illustration request (PDF 593KB)Opens in a new window

Important: Information about a customer’s existing mortgage account is confidential. In order for us to comply with Data Protection Regulation, we will take your submission of this form as your confirmation that you have the freely given and informed consent of the customer(s) to release this information to you.

Once granted, your authority to act on their behalf will last for this transaction or for 12 months, whichever is sooner.