For our latest service and criteria updates please see here.

Our existing customer product transfer process

You can apply for an existing customer's product transfer 4 months in advance of the ERC end date. We pay a 0.2% procuration fee on eligible product transfers. The process is simple:

1. Check which product your client is eligible for here.

2. Download and complete the information release form.

3. Send the completed form back to us via email: product.switch@newbury.co.uk.

4. Finally, the client will receive a signed offer from our Underwriting team. Please ask your client to sign and send this back to our underwriters, which will lock in the rate.