Pink Home Loans is helping its Appointed Representatives to meet the Financial Services Authority’s Treating Customers Farily management information deadline of March 31.
Pink is helping firms collate management information in a useable format.
Brokers are required to complete a TCF action plan at least twice a year, with the overall aim being to improve performance and identify ways of more effective delivery of their service and results for their clients.
Kay Leslie, network services director at Pink and member of the Assocation of Mortgage Intermediaries’ TCF working party, says: “Our involvement in the working party has helped us to provide our appointed representatives with a valuable tool, which allows them to collate essential evidence on how they treat customers fairly should the FSA ever visit.
“All our BDMs and field compliance officers have also been trained to complete the forms should our intermediaries require any assistance. Feedback has been very positive with brokers finding it useful to have a structure to work towards.”