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Home Training and Competence Mortage Market Review New FSA assessments TCF Info at a glance What is TCF? TCF Monitoring and Support TCF Principles Checklist Tips and Tools TCF Planning Objectives statement TCF Training Training plan Training logs Own branding Training and competence Training links Complaints What is a complaint? Complaints procedure Complaints procedure – consumer leaflet Complaints log sheets Written complaint acknowledgment letter Verbal complaint acknowledgment letter 4 week holding letter 8 week holding letter Complaint upheld final response letter Complaint not upheld final response letter Financial Promotion and TCF Advertising/financial promotion checklist Sales and Advice Clients concerned about their mortgages Non-advised mortgage sales tips Sales process tips TCF Customer statement Record keeping IDD and KFI checklist Fact Find checklist Product suitability checklist Disclosure timings and TCF Client contact and disclosure log After sales customer surveys MPPI and TCF MPPI eligibility questionnaire Demands and needs checklist - advised sales Demands and needs checklist - non-advised sales 'Need to know' customer statements Non-advised MPPI sales tips Demands and needs statement - non-advised sales Management Information (MI) Getting started MI checklist TCF MI – key principles Case study - using MI to monitor TCF complaints and cancellation data TCF Info MI Resources - quick links Case Studies Sole advisers and TCF Resource List News and Research	MMR Hot Topics New training and competence section - download our new audit checklist Send to colleague Send a link to this page to a colleague Print Print this screen Welcome to the Tips and tools area where we provide guides, checklists and download templates to help you implement TCF in different areas of your business. As the site develops we’ll be adding more sections to cover the whole of the product life cycle. We’ll also be expanding the content in some of the existing sections. Follow the links below to find out more. TCF Planning Tips on getting started with TCF, writing a TCF objectives statement and next steps TCF Training TCF training plan, own-branding TCF Info site material for training, training links, logs and more Complaints What is a complaint, complaint procedures and tracking, complaint letter templates and much more Financial Promotion and TCF Advertising and promotion checklist, with links to FSA rules Sales and Advice Tips and checklists to help you provide a clear and fair sales and advice service, backed up by appropriate records MPPI and TCF Tips and checklists to help you provide a clear and compliant advised or non-advised service if selling MPPI Management Information (MI) How to use MI to monitor and improve TCF in your business
© 2013 TCF INFO. This site provides information for UK regulated mortgage intermediaries only and whilst TCF Info has made every reasonable effort to check the accuracy of the material, TCF Info cannot be held responsible for any inaccuracy or omission. All users should read the Terms and Conditions. This site is owned and managed by Frank Eve Consulting Limited.