Mortgage and other home finance advisers
Handy tip
You can now use the following web address to get directly to the Mortgage pages:
www.fsa.gov.uk/ mortgage
Related information
Looking for the key facts on mortgage endowments?
See also
Find the information you are looking for with our A to Z index
A to Z index
These web pages are designed to help mortgage advisers put good practice in place in their firms. Our aim is for mortgage advisers to use this material to consider how to improve their own practices, and to make any necessary improvements.
We recommend mortgage advisers check these pages for updates regularly. We will let you know of any updates to these pages in the Regulation round-up email.
Latest updates & additions
5 August:
Quality of advice processes
23 July:
FSA fines PMSG Insurance Services Ltd
22 July:
Our approach to tackling mortgage fraud
15 July:
FSA fines a mortgage firm £11,900 and bans adviser in relation to false mortgage applications
Quality of advice
The first Quality of Advice project in 2007 found weaknesses in key areas of firms' advice processes. This second review was carried out at the start of 2008 to determine whether firms had made improvements in these areas.
For more information
FSA Roadshows
We have changed the format and frequency of our roadshow programme to support firms with Treating Customers Fairly. For more information, please see our frequently asked questions about our roadshow programme.
Disclosure documents
You can use our web tools to help you put together your disclosure documents using our templates.
Build your own standard mortgage IDD
Build your own Islamic home purchase plan IDD
Build your own equity release IDD
Build your own home purchase plan IDD (non-Islamic)
Build your own CIDD
Key Rules for Mortgage Advisers
'The Key Rules are drawn from our handbook of rules and guidance - to make them easier to use we have supplemented them with some explanatory material.
Key rules guide
Conduct of Business sourcebook
Help from the FSA
Our new web pages bring together information on training, workshops, and opportunities to hear from and talk to the FSA on regulatory issues that affect your firm.
Help from the FSA