Life Assurance

Returns from BOE (now London and Capital ) policies have been gradually falling away over recent years to a position now where the annual bonus rate is 1%. In addition to this a Market Adjustment Factor (MAF) is also currently being applied when investors wish to redeem their policy in full.

For reasons detailed in our recent correspondence we feel it opportune for clients to consider surrendering their BOE/London and Capital policy and reinvesting the funds in an alternative fund which AJ Buckley Asset Management feel will provide better growth opportunities in the future.

 

If you have any queries please click here and we will respond to you as soon as possible.

Click here to view correspondence from BOE in connection with London and Capital takeover

Click here to view correspondence from London and Capital in connection with the takeover

Click here to view latest MAF rates and information from London and Capital

Click here to view our recent correspondence to clients

Click here to view correspondence from Global Life dated July 2007

If you would like to proceed with the change please follow the step by step guide


Step 1

Download and complete the BOE life total surrender form

Click here to download the BOE Total Surrender form

If you are happy for the proceeds of your surrender to be placed in the AJ Buckley client account ready for reinvestment please leave these details blank and we will complete them on your behalf


Step 2

Download and complete the Premier Portfolio Fund Application form

Click here to download the Premier Portfolio Fund Application Form

If you are unsure about the amount for reinvestment please leave blank and we will complete on your behalf.

Please ensure you sign the application form


Step 3

Please send the completed Surrender form and the Premier Application form along with the following documents detailed below to us

[1] Original BOE policy document

[2] Copy of passport showing photo ID, signature and expiry date

[3] Original utility bill (less than 3 months old) confirming residential address -

Please post to :

AJ Buckley Asset Management
Robuck House
Brighton Road
Godalming
Surrey
GU7 1NS
England