Upcoming Webinar: what is a green mortgage?

The Green Mortgage Advice Initiative (GMAI) brings you a new webinar: What is a green mortgage. The event takes place on Monday 29th July…

Important fee changes for mortgage intermediary firms in 2024/25

The FCA has released its policy statement on the Fees & Levies payable by regulated firms for 2024/25 – we pull out the important fee changes…

AMI secures significant win for the protection industry

We are delighted that the FCA has accepted our argument that the protection industry should be out of scope of the Advice Guidance Boundary Review…

Mortgage Vision returns for 2024 with extra locations

This year’s Mortgage Vision events take place across the country in September and October, with some new locations added for 2024…

AMI Consumer Duty Factsheets update

Regulated firms are required to bring any closed products and services they continue to offer into the scope of Consumer Duty by 31 July 2024…

Your June ’24 update from AMI Chief Executive Robert Sinclair

AMI Chief Executive Robert Sinclair gives his June update in what has been a quiet month for the industry with the upcoming general election…

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FCA Financial Resilience Survey

FCA Financial Resilience Survey

Survey

Between 14th February – 17th February 2023 firms will receive, via e-mail, a Financial Resilience Survey from the FCA (firms with investment business/linked to a parent firm with investment business may receive this earlier, between 7 February-10 February 2023).

If your firm receives the survey, completion is mandatory under section 165 of the Financial Services and Markets Act (FSMA). The e-mail from the FCA should confirm when the survey is to be completed by.

The FCA has proposed to replace the Financial Resilience Survey with a permanent regulatory return. This has not yet been confirmed (we are expecting an update by summer 2023) and therefore firms should continue to complete the survey in the usual way.

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