TCF Info: Supporting mortgage brokers and intermediaries in the FSA principle of 'treating customers fairly' (TCF).
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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.


Tips on getting started with TCF, writing a TCF objectives statement and next steps
TCF training plan, own-branding TCF Info site material for training, training links, logs and more
What is a complaint, complaint procedures and tracking, complaint letter templates and much more
Advertising and promotion checklist, with links to FSA rules
Tips and checklists to help you provide a clear and fair sales and advice service, backed up by appropriate records
Tips and checklists to help you provide a clear and compliant advised or non-advised service if selling MPPI
How to use MI to monitor and improve TCF in your business
This site is owned and managed by Frank Eve Consulting Limited.
© 2006 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.