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Equity Release

The Mortgage Credit Directive (MCD) came into effect on the 21st March 2016. Subsequently all documents contained within this section meet those requirements. Within this section you will find documents to assist you with advising and arranging Lifetime Mortgage's, Home Reversion Plan's and Home Purchase Plan's.

Advice Process Manual

Equity Release Advice Process Manual V4 221 KBDOCDownload

Initial Disclosure Documents

Equity Release IDD Template 45 KBDOCDownload
Equity Release IDD Example 1 42 KBDOCDownload
Equity Release IDD Example 2 45 KBDOCDownload

Fact Find

Equity Release Fact Find V4 495 KBDOCDownload

Suitability Letters

Home Reversion Suitability Letter V5 69 KBDOCDownload
Lifetime Mortgage Suitability Letter V6 84 KBDOCDownload

Rejected Letter

Rejected Advice Template V2 39 KBDOCDownload

Fee Election

Fee Election Form Apr14 V1 35 KBDOCDownload

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