MCOB - Advertising and Selling Compliance Training Course
The Mortgage Conduct of Business (MCOB) Advising and Selling standards apply to businesses that advise on or arrange mortgage contracts, equity release transactions, home purchase plans or sale and rent back agreements. These standards amplify three of the FCA's principles. Our MCOB for Advising and Selling Course explains the FCA's business rules that apply to advising and selling in the home finance business.
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45 Minutes -
For all staff
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UK
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FCA Compliance Library
What you’ll learn in
this course
- Know what disclosures must be made when advising customers
- Understand the difference between advice and information
- Know the procedure for establishing suitability and affordability
- Identify what action to take when customers reject your advice
- Recognise the requirements for dealing with a customer on an execution-only basis
- Recognise the requirements for dealing with High Net Worth (HNW) and business customers
- Understand the record-keeping requirements
Hear from our customers
Feefo Customer Rating ★★★★★ 4.9/5
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