Fees and charges

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We charge certain fees in connection with mortgages. These are set out below and, unless we state otherwise, can change from time to time. We will send your clients information about these fees each year (except where there have been no changes and no new fees introduced). We will also notify your clients of any changes in fees at the time when they ask for or receive the service for which we charge the fee. Further details of the fees we charge can be found on our website at www.halifax.co.uk/mortgages

An asterisk* indicates fees that are not applicable if your clients were charged a mortgage account fee on completion of your mortgage, or if we have not charged the mortgage account fee because of the product(s) they chose. If we charged a mortgage account fee we will have told your clients in their mortgage offer. This fee covers the setting up, routine maintenance and closing down of the mortgage account.

Service or application fee

Fees

*If we charge a repayment administration fee, we will tell your clients the amount of the fee and whether it is variable in your most recently accepted mortgage offer, further advance offer or mortgage product transfer offer. The amount of the fee, if applicable, will also be shown in your annual mortgage statement and in any amount owing statement we issue. We will also tell your clients the amount of the fee at any time you ask us to. This fee will be waived if the mortgage has run its full term (including any agreed extension and/or term applicable to any further advance).

Mortgage account fee

This fee is to cover the setting up, routine maintenance and closing down of the mortgage account and is part of the overall price paid by the client for taking out the mortgage. The fee is a fixed amount and is interest free for the life of the mortgage.

£245

Product fee

(please note that this fee cannot be refunded. It can be added to the mortgage on completion, but interest will be charged). If product fee is added to the loan it will be included in the affordability calculation.

Product specific – see product details for amount

Mortgage advance by CHAPS

£30

Full copy of title documents, plans, etc

£35

Single copy of document or provision of title information

£17.50

Consenting to transactions - for example, release from the mortgage of part of the property, grant of easement (for example, a right of way) or consent to legal documents

£75

Completing questionnaires or references sent by other lenders granting another mortgage

£100 inc VAT

Payment of ground rent/service charges/shared ownership rent

£75

Transfer of mortgaged property (transfer of ownership) adding and/or removing name(s) to/from the mortgage

£160

Arrangement fee for further advances or home cash reserve

The further advance fee is payable on all applications and can be added to the loan.

£99

Property re-inspection fee

£70

Arrangement fee for increasing reserve for flexible mortgage

£125

*Deeds Despatch Fee

£50

In addition, your clients may have to pay any fees, costs or charges we have to pay to third parties in connection with your mortgage, for example, any land registry fees we incur in closing down your mortgage.

If an early repayment charge is due, it is shown in the mortgage offer.


The following fees may apply depending on the conduct of an account:

Missed or returned payments (e.g. under Halifax Payment Plan/Direct Debit, or if a cheque is returned)

£35

Arrears (action taken)

Each telephone call and/or each letter requesting payment

£35

Where it becomes necessary to instruct an external debt counsellor any costs paid to the counselling agency will be debited to your clients mortgage which would be no more than £100 per visit

£100

If we instruct solicitors to collect arrears or seek possession

£125

*If we send title deeds to our solicitors to help prepare for court action

£50

If we take the mortgaged property into possession

£350

In addition, your clients will have to pay any costs we pay to third parties that we may instruct to recover any money owed to us or to create or protect our security or in using our legal rights. Examples of costs we pay include:

  • Solicitor's charges.
  • Possession management fees.

We will write to advise your clients before we instruct a third party.

Our tracker rate mortgages are linked to Bank of England bank rate (also known as Bank of England repo rate). Details of this rate can be found on the Bank of England website at www.bankofengland.co.uk or in the Financial Times or other leading newspapers.

For independent information on mortgages, visit the FSA website 'Money Advice Service'.

If you do not have professional experience, you should not rely on the information contained in this communication. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise retail clients, you must ensure it conforms to the Financial Services Authority's advising and selling rules. This site is intended for UK residents unless otherwise stated. Halifax is a division of Bank of Scotland plc. Registered in Scotland No.SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. For optimal viewing of this site you will need Macromedia Flash version 5 or above. Copyright © 2009, Halifax plc. All rights reserved.

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