What should ‘holistic advice’ really mean?

AMI Chief Executive Robert Sinclair discusses his interpretation of holistic advice and what it means for the industry…
AMI responds to launch of the Lloyds broker fee policy

Responding to the Lloyds broker fee policy, AMI does not consider that it is the role of a lender to dictate the fee policy of FCA regulated intermediary firms…
AMI’s concerns over Advice Guidance Boundary Review fees

As part of the latest FCA fees and levies consultation, AMI has identified that the FCA is proposing to push the cost of Advice Guidance Boundary Review (AGBR)…
Your April 2024 mortgage & regulatory update

AMI’s monthly mortgage & regulatory update, including FCA updates and guidance, ICO guidance, Anti-Greenwashing, Artificial Intelligence and more…
Finalised guidance on financial promotions on social media

As part of their bid to tackle poor quality financial promotions on social media, the FCA has released their finalised social media guidance…
Your April ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his April update, including the Mortgage Charter and AMI’s thoughts on the FCA Fees & Levies proposals…
April 2024 Latest FOS complaints – AMI comments

Latest FOS complaints that may be of interest to mortgage intermediary firms, including AMI’s comments…
FCA Consultation on Fees & Levies for 2024/25

Members may have seen that the FCA issued their annual consultation on the fees charged to firms on Tuesday 9th March – AMI comments…
Consumer Duty has made vulnerability about ‘characteristics’ rather than ‘binary’

Chloe Timperley’s comments from the British Specialist Lending Senate 2024 regulatory expectations around vulnerability…
Your March update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his March update, including the Mortgage Charter and the FCA annual business plan…