Compliance Document Creator
Have you ever wondered how you could document and demonstrate the thought processes and reasoning behind suggesting a secured loan to your client?
It may not seem so important now, but what about in the future?
Loanoptions.co.uk will always take full responsibility for any advice given in relation to secured loan products once you’ve referred your client. And now you have access to our free document creation facilities to ensure protection against any retrospective negative judgement for the initial suggestion of secured loan products to your client.
Protect yourself with 3 simple steps...
Step 1: Product Suitability Document
The PSD provides both you with evidence to support and justify your initial suggestion of a secured loan. This is client-specific, and gives you the evidence to document the thought processes and influencing factors that led to your consideration of secured loans as a suitable choice of product to meet your clients’ financial needs.
Create a Product Suitability Document
Step 2: Key Facts Document
The KFD provides you with personalised, client-specific evidence to document the reasoning behind your decision to use Loanoptions.co.uk as an appropriate product provider for your clients’ secured loan. You can prove that your preferred partner for the provision of secured loans will always treat your customer fairly and give best advice every time.
Click here to download a generic Key Facts Document.
You can produce a personalised KFD on submission of any referral to Loanoptions.co.uk. Complete our simple online referral form now.
Step 3: Client Fact Sheet
Our CFS can be issued to your client to give them further details about what will happen next with their referral. It provides information on the processes followed by Loanoptions.co.uk and answers any initial queries that they may raise. Our research suggests that by using the CFS, conversion and completion rates are greatly improved.
Click here to download a CFS
