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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…

FCA Financial Lives survey

The FCA has recently released findings from its May 2022 Financial Lives survey. Carried out every two years, it provides nationally representative data…

Group insurance policies

We are aware some mortgage intermediary firms may provide advice on group insurance policies, although this is typically a niche advice area in our sector…