MCOB - Equity Release
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40 Minutes -
For all staff
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UK
MCOB rules for equity release apply to firms recommending or providing personalised information on these products. This 40-minute course helps staff distinguish between the different types of equity release product, assess suitability for different customer circumstances, and provide the disclosures and illustrations the FCA requires at each stage.
Equity release customers are frequently older, sometimes vulnerable, and rarely able to reverse a decision that turns out badly. The FCA has reviewed suitability in this market more than once and found file quality wanting. Structured training on product differences and suitability evidence protects the customer outcome and gives your firm files that stand up when they are examined years later.
What you’ll learn in
this course
- Distinguish between different types of equity release products
- Assess the suitability of equity release products for different customers
- Provide appropriate disclosures and illustrations to customers
- State the record-keeping requirements in respect of equity release products
Hear from our customers
Feefo Customer Rating ★★★★★ 4.9/5
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