Request AIP & KFI

AIP Request

Use our same day Agreement in Principle service to request an AIP.

• Available by fax only. (Please note, a credit search is not undertaken.)
• Please download an AIP Request form.
• Fax to our New Business Processing Introduced Team on 01723 582654 for Broker requests.

KFI Request

Use our same day online Key Facts Illustration service to request a KFI.

• Submit a KFI request online.
• Same day service Monday - Friday; if request received by Broker Desk before 12 noon.
• Please ensure all sections of request form are fully completed.
• Information provided used to create a penny accurate KFI.
• Originating Broker’s responsibility to check that the sourcing information is correct and accurate.
• The KFI produced is for business to business purposes only and is for the sole use of the originating Broker.
• It is at the Broker’s discretion and is the Broker's responsibility how this information will be used.
• Please note that any information you send using this website's online forms is not secure.

Submit a KFI request now using our online form

Please Note

The product you have selected may be withdrawn at short notice and a fully completed, signed application form and valuation fee must be received by the society prior to the product withdrawal deadlines.