On the 5th December the FCA issued its second MMR Implementation Readiness Survey request via email, and followed it with a chaser on 16th December. The last survey prompted a 68% response rate with two thirds of mortgage brokers that responded being on track.
At recent MMR workshops the FCA were clear that they were hoping to increase the response rate this time to what is a straight forward readiness questionnaire.
The survey will be tailored to your individual firm. You will be asked if you are an intermediary, if you have a plan (see here), whether you will implement on time and whether you need any further communications from the FCA.
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing […]