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A guide to telephone based advice
This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
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The proposal
Not finding the truth straight away with a client can make things awkward...
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Managing repayments can help your client
In today’s equity release market, the option for your clients to make ad-hoc or regular repayments is one which may help them save thousands over the lifetime of their borrowing.
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Top 10 Offer Conditions Guide
Take a look at the top 10 offer conditions which can prevent your case going through a quick as possibleDownload