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Customer Declaration Form

 

For Intermediary use only

Existing customer? Click here.

 

We’ve listened to your feedback. And now, we have some great news about our Customer Declaration form.

 

You can now access a new, stand-alone form for your client to sign at the beginning of the application. This means that you can now upload their signature, along with the initial documents, when you submit a case to us.  You won’t need to send the declaration form again when the application is completed either.

 

Find our new declaration form, along with the initial documentation here.

 

Before you send us the Customer Declaration form

 

You need to:

 

Enter the customer's name and application number reference (if you have it)

 

Make sure the customer has read and signed the declaration form

 

• Log in and upload via Click

 

NB: You won't need to include this form with the application if the client has already completed a stand-alone form – or if they're just changing the way they pay product fees.

 


 

The information contained within this section is for use by mortgage intermediaries authorised by the FCA.

Information is not to be disclosed or given to the public or is intended as a consumer advertisement as it does not provide APRCs or APRC Representative Examples.

 

The Co-operative Bank p.l.c. is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (No. 121885). The Co-operative Bank, Platform, smile and Britannia are trading names of The Co-operative Bank p.l.c., P.O. Box 101, 1 Balloon Street, Manchester M60 4EP. Registered in England and Wales No.990937. Credit facilities are provided by The Co-operative Bank p.l.c. and are subject to status and our lending policy. The Bank reserves the right to decline any application for an account or credit facility. The Co-operative Bank p.l.c. subscribes to the Standards of Lending Practice which are monitored by the Lending Standards Board.

 

Calls to 0800 and 0808 numbers are free from landlines and mobiles. Calls to 03 numbers cost the same as calls to numbers starting with 01 and 02. Calls to 0845 and 0870 numbers cost 3p per minute, plus your phone company’s access charge. Calls to 0844 and 0843 numbers cost 7p per minute, plus your phone company’s access charge. Calls may be monitored or recorded for security and training purposes.

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Link to lending policy pdf