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To generate your IDD template for Islamic home purchase plans, please answer the questions below. The answers you provide will generate a template in Microsoft Word, based on your responses. Most of the text in the template will be locked so you cannot change it.

It is very important that you read all the instructions below before you begin work on your IDD.

Once the tailored template has been generated, you will need to:

  • Save your own version (using the 'file' then 'save as' functions);
  • Check one box only in section 3 based on the service your firm provides;
  • Check one box only in section 4 based on how the client has to pay for your services;
  • If you offer more than 2 fee options you will need to copy the second line for each additional option.
  • For the third and subsequent fee options in section 4 you need to select your choice by deleting one of the two boxes (either the checked or unchecked box). For all other boxes select the appropriate box for your circumstances using the mouse cursor.
  • Where the text on your template is shaded grey, add your details to the template, or amend the existing text to suit your firm's circumstances. For more information click here.
  • To edit text shaded grey, use your arrow cursors to enter the text field before beginning deletion.
  • The template you receive will be tailored to your firm; therefore you should not remove ticks that appear. In addition, you should not attempt to delete or amend text unless the text on your template is shaded grey.
  • Please note, 'build your own IDD' is only designed as a tool to help you compile your IDD. It may not be suitable for all circumstances. You will still need to refer to the guidance notes to help you complete your IDD.
  • The font style cannot be changed on this template.
  • This template will not work with headed paper or colour printing.
  • This template is not suitable for firms who wish to exclude sections 5, 7 and 8 by including the information in their Terms of Business.
  • This template is not suitable for Authorised Professional Firms who are not subject to the Financial Services Compensation Scheme levy.

Answer the following questions

1. Will you offer products from

a. The whole market
b. A limited number of companies
c. One single provider

2. If you are offering products from one provider, are you providing products from a single group/company OR solely providing your own products?

a. Single group / company
b. Firm's own products only

3. Do you charge a fee before completion?

a. Yes
b. No

4. Are you directly authorised or an appointed representative?

a. Directly authorised
b. Appointed representative