Slide

Compliance News 6/20 (RWL Templates)

We have a number of RWL templates within The Key, and we have recently added “addendum letters” which can be used where a product change occurs following your mortgage or protection advice.

RWL Templates

The full range of template letters contained within The Key is as follows:

  • Mortgage
  • Later Life Mortgage (into retirement and interest only)
  • Mortgage addendum letter
  • Protection sole-tie (x2 variations)
  • Protection multi-tie (x2 variations)
  • Protection addendum letter
  • Over 50s plan

Further template letters concerning the likes of Whole of Life, RLP, Business Protection, PMI and Lifetime Mortgages are also available on request, for those Advisers holding these additional licenses.

If you have any queries, please speak to your Sales Manager.

Thank you.

Pete…

Print Friendly, PDF & Email

Leave a Comment

Slide © 2019 A FINANCE PLANNING NETWORK SOLUTION financeplanning.co.uk financeplanningwealth.co.uk fpsurveying.co.uk