Intermediary Rate Switch Request Form

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Intermediary Firm Details
Borrower(s) Details
Declaration

Intermediary Firm Details1/3

If the customer has not used your firm’s advice services previously the customer(s) signature(s) is required. Please download and complete our Rate Switch Request Form. Once completed, please email the form to our Business Development team at brokers@monbs.com

If a further advance is also required please support the Rate Switch request with the relevant mortgage application form. If a mid-term amendment is required please refer to the mid-term amendment form. All of the relevant forms can be found here. Once completed please email the form to our Business Development team at brokers@monbs.com.

Please note that all fields marked with an asterisk (*) are mandatory fields.

Intermediary Firm Details

Name of Intermediary Firm *

Intermediary Firm Address Details

Address Line 1 *

Address Line 2

Address Line 3

Town/City: *

Postcode *

Adviser Name *

Adviser Email Address *

FCA Registration Number *

Intermediary Rate Switch Request Form

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