Premier Equity Release Club’s compliance support service

Simple as 1,2,3…. Sharing our knowledge

 

Our new compliance support package for equity release/lifetime mortgages has been made clear and thorough, with easy to complete base templates from fact find to recommendation report.

The basic documents have been designed especially for the equity release/lifetime mortgage market. They cover all the new regulatory requirements with the ADDED benefit option of a file checking service against the templates.

 

1. The Fact Find includes medical, risk and records of the affordability, features, priorities of the client. This allows you to document and record in detail the client circumstances which will help you identify key areas that your client requires funding now and in the future. Accurate recording can help you win business over your rivals, and is the key to success.

 

2. The Recommendation Report covers the journey through the fact find, options/ alternatives considered whilst meeting Equity Release Council standards, and then the process of the priorities together with features required, taking them and matching to the products researched to complete your recommendation. With the final client declaration giving extra weight to them confirming they understand and acknowledge the effects of the lifetime mortgage they will have both now and in the future.

 

3. File check service on these documents are available through a secure portal on our website.

 

Pricing structure

tperc offer

To discuss further please contact Jane on 01326 567970 or complete the contact form on the right.