Financial Advisers are required to have proper regard for a client’s best interests in any advice given. They must therefore do their utmost to ensure that they are aware of your personal and financial circumstances so that their advice is the most suitable for your needs. The questions here have been specifically designed to help your adviser provide advice that meets your needs. If, for any reason, you decline to answer any or all of the questions or if you fail to provide true and accurate information to the best of your knowledge, the advice given subsequently may not be best advice, as it can only be based on the information provided.
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I/we confirm that I/we have read the information contained herein and confirm that this information is correct. I/we confirm that we have completed the appropriate supplements to this fact find.
I/we confirm that the mortgages and/or insurances discussed and agreed are suitable for my needs and affordable. None of the insurances arranged are as a result of a compulsory requirement for any mortgages loan or other product.
I/we give my/our consent that this information may be used for the purpose of arranging a mortgage and or insurance on my/our behalf.
hereby grant Money Sage Ltd to process my personal data for the purpose of
which is attached to this declaration.
I/we can confirm that we have discussed the following and have been given the relevant risk warnings where appropriate:
Where appropriate I/we have asked for fees to be added to the mortgage
I confirm that I/we have received:
Terms of business
Initial Disclosure Document
Customer Privacy Notice
Fair Processing Notice
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