Get Ported Product Kfi Request Form - Natwest Intermediary Solutions

This guide provides a step-by-step approach to filling out the Ported Product KFI Request Form for NatWest Intermediary Solutions online. It is designed to assist users in completing all necessary fields accurately and efficiently.

Follow the steps to complete the KFI request form online.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin with the 'Intermediary Information' section. Fill in your business name, intermediary name, address, postcode, telephone number, fax number, and email address where you would like the response sent. Also, include your FCA number.
3. In the 'Client Information' section, ensure you have obtained your client's consent. Enter both the main and joint applicant's full names, dates of birth, marital statuses, and sex. Provide the current full addresses and existing NatWest mortgage account numbers.
4. Proceed to 'Client’s Loan Requirements'. Indicate the advance type by selecting from the options. If applicable, tick the box for properties in Scotland or Northern Ireland. Enter the purchase price/valuation, mortgage amount required, loan-to-value ratio, and the desired loan term in years and months.
5. Specify the new product details, including the rate, discount, and end date. Choose the repayment strategy: interest-only or capital & interest, and provide the total amounts necessary for each.
6. Indicate if your client wishes to add any fees to the advance such as product fees or higher lending charges by filling in the amounts and selecting 'Yes' or 'No'.
7. Complete the 'KFI Information' section by stating the name of your firm/principal, business development manager (if known), name of the mortgage club/network, and the scheme code if different.
8. Choose the level of service you will provide, and indicate whether you are charging a fee for arranging the mortgage. If applicable, specify the fee amount. Include any further information as necessary.
9. Review all sections to ensure that every field has been accurately filled out. This is the minimum information required to produce a compliant ported product KFI.
10. Once completed, you can save changes, download, print, or share the form as necessary. After that, fax the finished form to 0845 878 9750.

Start filling out your Ported Product KFI Request Form online to streamline your application process.