ºìÐÓÖ±²¥

All Countries
Research & Development
Deed Of Assignment Endowment Policy

Deed Of Assignment Endowment Policy Template for England and Wales

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Deed Of Assignment Endowment Policy

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Deed Of Assignment Endowment Policy

"I need a Deed of Assignment Endowment Policy to transfer my endowment policy (policy number EP789123) to my daughter as part of her wedding gift, with the transfer to take effect from 1 March 2025."

Celebrated by
Collaborations with
Investors
Document background
A Deed of Assignment Endowment Policy is typically used when transferring ownership of an endowment policy, often in connection with mortgage arrangements, divorce settlements, or estate planning in England and Wales. The document formally records the transfer of all rights, benefits, and obligations associated with the policy from the assignor to the assignee. It must include specific details about the policy, parties involved, and the terms of the assignment. The deed requires proper execution and witnessing to be valid under English law, and notice must be given to the insurance company to perfect the assignment.
Suggested Sections

1. Parties: Details of the assignor and assignee

2. Background: Context of the assignment and details of the endowment policy

3. Definitions: Key terms used in the deed

4. Assignment: The operative clause effecting the transfer

5. Warranties: Assignor's confirmations about ownership and right to assign

6. Execution: Formal signing requirements

Optional Sections

1. Consideration: Details of payment when the assignment is for value rather than gift

2. Notice Provisions: Requirements for serving notices, used in more complex assignments involving multiple parties

3. Further Assurance: Obligation to perform further acts if needed, used when additional documentation might be required

Suggested Schedules

1. Schedule 1 - Policy Details: Detailed information about the endowment policy being assigned

2. Schedule 2 - Notice of Assignment: Form of notice to be sent to the insurance company

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºìÐÓÖ±²¥ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions



























Clauses





















Industries

Law of Property Act 1925: Primary legislation governing property law in England and Wales, particularly concerning requirements for deeds and their execution

Financial Services and Markets Act 2000: Core legislation regulating financial services and markets in the UK, including insurance products and their assignment

Policies of Assurance Act 1867: Historical but still relevant legislation specifically dealing with the assignment of life insurance policies

Insurance Act 2015: Modern legislation governing insurance contracts, including duties of disclosure and fair presentation

Consumer Insurance (Disclosure and Representations) Act 2012: Legislation protecting consumers in insurance contracts by regulating disclosure requirements and misrepresentation

Law of Property (Miscellaneous Provisions) Act 1989: Contains specific requirements for the execution of deeds and formal legal documents

Contract (Rights of Third Parties) Act 1999: Governs how third parties may enforce terms of contracts, relevant for policy assignments

FCA Handbook: Regulatory guidelines from the Financial Conduct Authority governing financial services and insurance products

Insurance: Conduct of Business Sourcebook (ICOBS): Specific FCA rules regarding the conduct of insurance business and customer treatment

UK General Data Protection Regulation: Post-Brexit data protection legislation governing the processing of personal data

Data Protection Act 2018: UK's implementation of data protection requirements, working alongside UK GDPR

Money Laundering Regulations 2017: Regulations concerning anti-money laundering and terrorist financing, relevant for high-value financial transactions

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Short Form Deed Of Trust And Assignment Of Rents

find out more

Deed Of Assignment Of Shares

find out more

Deed Of Assignment Of Rights

find out more

Deed Of Assignment Of Land

find out more

Deed Of Assignment Of A Lease

find out more

Deed Of Assignment Endowment Policy

find out more

Assignment Of Deed Of Trust Form

find out more

Assignment Deed For Resale Flat

find out more

Deed Of Trust And Assignment Of Rents

A U.S. legal document creating a security interest in real property and its rental income, involving a three-party trust arrangement instead of a traditional mortgage.

find out more

Deed Of Assignment Of Tenancy

A U.S. legal document that transfers lease rights and obligations from one tenant to another, subject to state property laws.

find out more

Deed Of Assignment Of Loan

A U.S. legal document that transfers all rights and interests in a loan from one party to another, subject to federal and state regulations.

find out more

Deed Of Assignment Of Equitable Interest

A U.S. legal document that transfers beneficial ownership rights in property while maintaining existing legal title arrangements.

find out more

Deed Of Assignment And Transfer Of Rights

A U.S. legal document that formally transfers ownership rights from one party to another, requiring proper execution and often notarization.

find out more

Deed Of Assignment And Assumption

A U.S. legal document that transfers rights and obligations from one party to another, requiring formal execution under state laws.

find out more

Deed Of Absolute Assignment

A U.S. legal document that permanently transfers ownership rights from one party to another, requiring proper execution and notarization under state laws.

find out more

Corporate Assignment Deed Of Trust

A U.S. legal document that transfers trust rights and obligations from one corporation to another, complying with federal and state trust laws.

find out more

Confirmatory Deed Of Assignment

A U.S. legal document that formally confirms and validates a previous transfer of rights or assets between parties.

find out more

Collateral Assignment Of Deed Of Trust

A U.S. legal document that assigns a deed of trust as collateral security for another obligation, subject to state and federal regulations.

find out more

Assignment Of Security Deed

A U.S. legal document that transfers rights and interests in a security deed from one party to another, subject to federal and state property laws.

find out more

Assignment Of Promissory Note To Trust

A U.S.-governed agreement transferring ownership rights of a promissory note to a trust entity.

find out more

Assignment Of Promissory Note And Deed Of Trust

A U.S. legal document transferring rights to a promissory note and its associated deed of trust from one party to another.

find out more

Assignment Of Note And Deed Of Trust

A U.S. legal document that transfers ownership rights in a promissory note and deed of trust from one party to another.

find out more

Assignment Of Contract For Deed

A U.S. legal document that transfers a buyer's rights and obligations under a contract for deed to a new party.

find out more

Assignment Of Beneficial Interest Form

A U.S. legal document that transfers beneficial interest in a trust from one party to another.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.

Draft quality legal agreements or review documents in 3 minutes

BlogAbout UsCareersAI Legal Document Generator

Templates

Short-Form Directors Loan AgreementMandate Letter (Best Efforts)Drawdown Request (Borrower to Lender)Promissory Note (UK)Letter of Waiver (Loan)Finance Legal Templates

Industries

Legal Services

Limited Power of AttorneyBasic Binding Side LetterLetter of IntentNon Binding Comfort LetterDeed of Surrender (Lease)Templates for Lawyers

Manufacturing

Manufacturing Legal Templates

Construction

Letter of Claim (Pre-Action Protocol)Tenancy at WillSection 146 Notice (Remedy Breach of Lease)Notice Of Forfeiture Of Lease By LandlordLease Report (Long Form)Construction Legal Templates

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information

© 2024 ºìÐÓÖ±²¥. All rights reserved