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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	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	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
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TCF Training

Training material for own-branding