For Intermediary Use Only

Tag: compliance

How to kick off 2021 with top case quality

We’re barely two months into 2021, so there is still plenty of time to start this year off on the right foot. Packaging cases to a high standard is key for keeping the mortgage application process efficient, as well as being an FCA requirement in many ways. So, we asked our quality experts, the MI

Lessons we’ve learnt in 2020

We made it! We’ve reached the end of another year and what a year it has been. The past few months have taught us all a lot, from general trivia for Zoom quizzes to how to create a sourdough starter. And for those of us in the mortgage and protection industry, we’ve had to learn

Mortgage Intelligence Compliance Update: Introducer or Intruder?

Head of Compliance, Stephen Adams, discusses what the mortgage and protection adviser industry has learnt following the Carey Pensions court case. The Royal Court in London heard claims from an investor in late March that a self-invested personal pension (SIPP) provider, Carey Pensions, had colluded with an unregulated introducer to push retirement savers into high-risk

Wrapping up another fantastic year of support for appointed representatives

Head of Sales and Marketing Sharon Mawby rounds up another fantastic year of award-winning support and services for appointed representatives.

Mortgage Intelligence compliance bulletin: Are you making plans for the 2018 General Data Protection Regulation?

Head of Compliance Steve Adams highlights how Mortgage Intelligence are preparing Appointed Representative advisers early for the 2018 General Data Protection Regulation