Mortgage Suitability Reports

Disclaimer

Please note that Financial Ltd make every effort to ensure that the contents of the documents library are current and accurate but errors can still occur. It is the responsibility of the adviser signing off any report to check the content and ensure accuracy and relevance to the client's circumstances. Financial Ltd cannot be held responsible for any errors in client reports based on the use of our template or draft materials.

Suitability report - repayment mortgage

A sample report letter to be used for Repayment Mortgages. The report must be personalised but there are colour-coded prompts to enable personalisation

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£16.80

Suitability report - lifetime mortgages

A sample report letter to be used for Lifetime Mortgages. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - Interest only

A sample report letter to be used for Interest Only Mortgages. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - home reversion

A sample report letter to be used for Home Reversion Mortgages. The report must be personalised but there are colour-coded prompts to enable personalisation.

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£16.80

Suitability report - buy to let mortgage

A sample report letter to be used for Buy to Let mortgages. The report must be personalised but there are colour-coded prompts to enable personalisation

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£16.80

Test - regulatory matters

50 questions, answers and explanations.
These questions are meant to mirror current CII CF examinations, and are based on our understanding of current rules and regulations.

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£18.00