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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.
|Equity Release Advice Process Manual V4||221 KB||DOC||Download|
|Equity Release IDD Template||45 KB||DOC||Download|
|Equity Release IDD Example 1||42 KB||DOC||Download|
|Equity Release IDD Example 2||45 KB||DOC||Download|
|Equity Release Fact Find V4||495 KB||DOC||Download|
|Home Reversion Suitability Letter V5||69 KB||DOC||Download|
|Lifetime Mortgage Suitability Letter V6||84 KB||DOC||Download|
|Rejected Advice Template V2||39 KB||DOC||Download|
|Fee Election Form Apr14 V1||35 KB||DOC||Download|
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