To assist firms with the implementation and transition into the new world of the Mortgage Market Review (MMR), we have drawn up the following documents:
- A summary of the new MCOB rules in checklist format; use this to ensure that you have addressed the new rule requirements;
- A ‘Client Proposition Document’ that includes new disclosure requirements;
- A ‘Client Fee Agreement’;
- An Execution Only business process;
- An Execution Only disclaimer.
Please ensure you discuss the new documentation with your ATEB consultant at their next visit. For non-ATEB clients who need additional support in the lead up to MMR or are interested in benefitting from these documents please get in touch using the contact form here.
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And trending previously too! During the past year or so, and in tandem with ATEB becoming part of Thistle Initiatives, we’ve become increasingly involved in due diligence work, mainly working on behalf of firms planning to acquire others and getting under the bonnet of the firms they propose to buy. M&A activity seems […]