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 Case Studies Sole advisers and TCF Resource List News, Hot Topics and Events	Home Mortage Market Review Distribution and Disclosure Proposals Responsible Lending Niche Markets TCF Info at a glance Site content by FSA outcome What is TCF? TCF Monitoring and Support Ongoing TCF support from the FSA TCF indicators Focus on Fines TCF Principles Checklist TCF - Self Audit 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 Disclosure Case Example FSA/Other Case Studies Lending into Retirement Case Example MI Case Example MI Sales Advice Case Example MPPI Case Example Product Suitability Case Example Remuneration / Incentives Case Example Self Cert Case Example Sole advisers and TCF Resource List News, Hot Topics and Events Major mortgage lenders throw weight behind website Intermediaries still challenged by TCF management TCF Info News - issue 5 Spring 2008 TCF Info Bitesize - TCF Tips 1 June08 January 2009 Press Release Intermediary organisations help spread TCF website TCF Info feature for Solutions TCF Info News - Winter 08 TCF Newsletter Winter 08 TCF Info News – Autumn 2009 TCF Lender Forum relaunch - January 2011 TCF Info News TCF website meets lender and broker needs Lender backed website helps intermediaries treat New sales and MPPI guides will help intermediaries TCF Info News – Issue 1 TCF Info News – Issue 2 TCF Info News - Issue 3 TCF infor News - Autumn 2007 Hot Topics TCF Links and Events TCF Info Press Releases New website Notes to Editors (1/2) Notes to Editors (2/2) FSA discussion paper MI Resources Advertising and financial promotions – MI and acti After sales service – MI and corrective action Culture and values – MI and actions Complaints – MI and actions Point of sale and pre-completion MI and corrective Sales – MI and actions About TCF Info Register Terms Useful Links Supporters	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