TCF Info - Treating Customers Fairly

Your TCF Site Map TCF Lender Forum Feedback

Home Mortage Market Review 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, Hot Topics and Events	TCF Training Training material for own-branding The following pages contain TCF Info material that you can download, adapt and own-brand to help you with TCF training: What is TCF? TCF Objectives statement TCF Principles checklist Sales and Advice ‘Tips and tools’ Complaints ‘Tips and tools’ Financial Promotion ‘Tips and tools’ MI ‘Tips and tools’ MPPI ‘Tips and tools’ Case Studies	TCF Blog FSA release new MMR paper - what does it mean for you? View here MMR Hot Topics FSA releases MMR Consutation Paper - read key points Send to colleague Send a link to this page to a colleague Print Print this screen
© 2012 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. a screen business site

TCF Training

Training material for own-branding