Your adviser will explain what advice options are available to you. If advice is limited to this
transaction only, they can help you decide if this is right for you. If advice is not limited, you will
receive advice related to all other options available to you along with the broader implications of
transferring your loan to move into another property (for example, potential implications to your
state benefit entitlement or your estate).Your adviser will tell you whether you have to pay for
their advice.
Hodge will act solely on your instructions. You won’t receive any advice and/or a personal
recommendation from us as to whether the mortgage meets your specific requirements. We won’t
be obliged to and won’t assess the suitability of this mortgage to your individual needs and
circumstances. You would be waiving any protections that the Financial Conduct Authority’s
regulations on mortgage suitability would bring to you. There aren’t any advice fees associated
with an Execution only sale.
Using your
own adviser
Execution
only
Adviser Declaration
Name of adviser
Company name
FCA reference
number
Your firm If relevant, your principle/network
Office address
Email address
Contact telephone
number
Date of advice
D D M M Y Y
Mortgage club and/or
network
Broker fee
(if applicable)
£
Declaration
D D M M Y Y
Signed Print name
Date
I confirm that the person who has arranged, advised and/or introduced this mortgage is authorised and qualified to
do so. I confirm all documents provided are genuine copies of original documents that have been seen by me.
Retirement Mortgage only: I confirm that I have passed an appropriate approved examining board’s specialist
examination in equity release and I have provided/supervised* the equity release advice and recommendation.
(*Delete as appropriate)
Please read the below carefully and choose the option that is right for you.
If you wish to proceed on an execution-only basis, please complete the details on this and the Instruction of
Advice and return the form to us. If you wish to take advice you should speak to your adviser first, they will
then contact us on your behalf.
Adding/Removing a Person Application
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signature
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Personal Information
Title
Surname
Full forename(s)
Mr Mrs Miss Ms
Other
Mr Mrs Miss Ms
Other
Applicant 1 Applicant 2
Adding/Removing Details
Details required if adding/removing an individual to/from an existing mortgage.
Please note that there is a maximum of two applicants on each plan.
Title Full name
D D M M Y Y
Date of birth Add Remove
D D M M Y Y
Y N
Income Details
Applicant 1 Applicant 2
Has the applicant’s income
changed at all?
Y N
If Yes If Yes
Source
Current Property Value
Y N
Have there been any alterations to the property
since the plan started?
Please provide details
Property Details Update
Property Valuation
This section is to update any changes to the mortgaged property since completion.
Property Details Update
If you are adding a new applicant onto your mortgage we may require further documents. We will contact you to
confirm what documents are necessary once we have reviewed the application.
Access Arrangements on Property to be Mortgaged
Your Solicitor
If you are applying for Additional Borrowing for your Retirement Mortgage you must appoint a solicitor to act for you.
You may also appoint a solicitor to act for you in taking out a 50+ Mortgage if you wish. They will undertake the
conveyancing for you and liaise with our solicitor to arrange for your plan to be transferred to the new property.
Company name
Name of solicitor
acting for you
Address
Telephone
Email
DX
Please provide details of the estate agent who is selling the property you wish to purchase. If there is no estate agent,
please provide the vendor details.
Company name
Address
Name of
estate agent
Telephone
Email
Declaration
I understand, confirm and agree the following:
Use of your Personal Data
Where applicable, I enclose payment in order for a
Chartered Surveyor to value the property that the
additional borrower will occupy. I understand that this
fee is not refundable even if the property does not meet
the eligibility criteria. Payment of this fee does not mean
that Hodge is obliged to accept my application.
I understand that the valuation undertaken is a limited
inspection for Hodge Lifetime’s purposes only and it is
possible that it may not reveal important defects in the
property. If I wish to satisfy myself as to the condition of
the property then I understand that I should obtain a more
detailed or structural survey. Where a person is added to
the mortgage contract they will become a joint
borrower with me. This means both of us have to comply
with the terms of the mortgage agreement.
I have a right to withdraw from this adding a person to the
existing mortgage contract at any time before it
is complete. However, if I withdraw, I will not receive a
refund of any fees I have paid to Hodge Lifetime, and I
may still be required to pay my financial adviser and
solicitor, and Hodge Lifetime’s solicitor, for the work they
have undertaken on my behalf.All the details in this
application are, to the best of my knowledge and belief,
true and complete. If Hodge finds any to be untrue, it
could affect my eligibility to add a person to the existing
mortgage contract.
I understand that if I proceed on an execution-only basis
Hodge will act solely on my instructions
Hodge will not provide me with advice and will not
assess the suitability of the transaction for me
I will not benefit from the same protection I would get
if I had taken advice.
We will always treat your personal details with the
utmost care and will never pass or sell your information
to other companies for marketing purposes.
Your rights as a data subject
The personal details you give on this form will be subject
to the provisions of the General Data Protection
Regulations 2018
The information will be retained only for as long as
necessary in accordance with our Retention Policy by
Hodge who is the data controller, and may be stored
on paper or an electronic format.
The information held about you may be used for the following
purposes:
Administering your application
Verifying your identity and anti-money laundering
checks
Assist in fraud prevention
Reporting to regulators and authorities
Market and product analysis.
The information held about you may be shared with the
following parties:
Hodge Lifetime’s approved service providers in
relation to this application
Other members of Hodge Lifetime’s group, its
subsidiaries and associated companies
Regulators or authorities where required or
permitted by law.
You have the right to request access to your personal
information held by Hodge; to do so, this request
must be made in writing using our Subject Access
Request Process. Further information regarding this can
be found on our website
Telephone calls may be monitored and/or recorded in the
interest of security and to help improve our service
Hodge may also use your information to contact you about
its products and services that it believes may be of interest
to you
Occasionally, we may have products and services that
could be suitable for you. We would like your permission
to contact you by phone, post, SMS or email.
Please confirm if you would like to hear from us about these
services:
Applicant 1
By Phone
By Mail
By Email
By SMS
Applicant 2
By Phone
By Mail
By Email
By SMS
Declaration
Declaration
Your Rights as a Data Subject
At any point while we are in possession of or processing your personal data, you have the following rights:
Right of access – you have the right to request a copy of the information that we hold about you as mentioned above
Right of rectification – you have a right to correct data that we hold about you that is inaccurate or incomplete
Right to be forgotten – in certain circumstances you can ask for the data we hold about you to be erased from our records
Right to restriction of processing where certain conditions apply you have a right to restrict the processing
Right of portability – in certain circumstances, you have the right to have the data we hold about you transferred to
another organisation
Right to object – you have the right to object to certain types of processing such as direct marketing
Right to object to automated processing, including profiling – protection against targeted marketing and decision making
Right to judicial review - in the event that We refuse your request under rights of access, we will provide you with a reason as
to why. You have the right to complain as per the subject access request process
All of the above requests will be forwarded on should there be a third party involved in the processing of your personal data,
i.e. if a data subject was to raise a Subject Access Request.
I agree to the Terms and Conditions of the account. I have read and understood the Use of Your Personal Data declaration and
consent to the use of my information for the purposes stated. I declare that the information that I have provided is correct to the
best of my knowledge and belief
Signed
Print name
D D M M Y Y
Date
Signed
Print name
D D M M Y Y
Date
Applicant 1 Applicant 2
I agree to the Terms and Conditions of the account. I have read and understood the Use of Your Personal Data declaration and
consent to the use of my information for the purposes stated. I declare that the information that I have provided is correct to the
best of my knowledge and belief.
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signature
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Declaration
Advisor Declaration
Company name
Address
Name of
Adviser/
Superviser
Telephone
Email
FCA firm
reference number
Your firm
If relevant, your principle/network
D D M M Y Y
Date of advice
Mortgage Club and/or
Network (if applicable)
Broker Fee
(if applicable)
Signed Print name
D D M M Y Y
Date
Declaration
I confirm that I have provided/supervised* the advice and recommendation with regard to the transfer of this mortgage to another
property (* delete as appropriate)
Only complete this page if advice is being provided in relation to this application.
Please post this application and all supporting documents to:
Hodge, Application Administration, One Central Square, Cardiff CF10 1FS.
mortgages@hodge.co.uk
0800 721 4076
Customers: hodgebank.co.uk
Advisers: hodgebank.co.uk/intermediaries
Hodge is a trading name of Julian Hodge Bank Limited which is registered in England and Wales (No. 743437).
It is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the
Prudential Regulation Authority. Its registered office is One Central Square, Cardiff, CF10 1FS. Hodge’s Privacy
Notice confirms how we manage and process your personal data. If you require more detail on how we handle
your information please go to hodgebank.co.uk/privacy or call 0800 289 358.
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