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Cemap2 > Topic 9 - The role of the mortgage adviser > Flashcards

Topic 9 - The role of the mortgage adviser Flashcards

1
Q

Advice process

A

Fact find
research
present
Implement

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2
Q

Factfind Cover

A 
Intentions
Income and outgoings
Deposit and cash
Employment
Management of finances 
Budget and rate rises
Early repayment
Term
Protection needs
Attitude to risk
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3
Q

Ethical Advice for customer

A
  1. Needs
  2. Circumstances
  3. Objectives
  4. Attitudes to risk
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Cemap2 (29 decks)

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