Helping introduce the concept of protection to mortgage customers
Aviva recently launched a video designed for mortgage advisers to use with their mortgage customers when introducing the concept of protection…
Mortgage Charter – update
AMI recently met with HM Treasury to share our views on the Mortgage Charter. This included the role of the mortgage broker, which we felt was absent…
Form A
FCA plans to begin rolling out the new and improved Form A (application to perform senior management functions) for public testing from end of September…
Restructuring of minimum FCA fees for the A and consumer credit fee-blocks
Should the Illegal Money Lending Levy appear on firms’ invoices? The FCA is phasing the merging of CC2 minimum fees into fee-block A.0…
AMI view on Mortgage Charter expectations for broker firms
AMI recently engaged with the FCA to gain a better understanding of how broker firms should act in response to the government’s Mortgage Charter…
The new mortgage order – beginners guide to lending
An article by Robert Sinclair, AMI Chief Executive, published in Moneyfacts July 2023 – a discussion on the new world of lending…
Industry launches a new free mentoring scheme
AMI, in conjunction with IMLA and the Diversity and Inclusion Finance Forum (DIFF), have launched a new, free, cross industry mentoring scheme…
Complaints against the regulators – updated complaints scheme
The FCA has published a Policy Statement confirming changes to its Complaints Scheme. This is a scheme for handling complaints against the Regulators…
Recent updates relating to the AR regime
Principal firms with ARs may find of interest a new FCA page on how to report AR data, and a recent UK court case involving a principal firm and AR…
Your July update from AMI Chief Executive Robert Sinclair
AMI Chief Executive Robert Sinclair on Consumer Duty, mental health, broker/lender relationships and the new mortgage charter…
