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Partner Referral Guide

Summary points to mention [or not!], when referring customers to finance options – so that you remain compliant with UK finance regulations.

Do

Do Not

  • Mention finance rates
  • Give any financial advice
  • Discuss anything to do with finance AT ALL

Points To Remember

  • Complete Finance Management Limited [CFM] are a finance broker, authorised and regulated by the ‘Financial Conduct Authority’ [FCA]
  • You are an ‘Introducer Appointed Representative’ [IAR] of CFM
  • IAR’s are experts in their chosen markets
  • IAR’s are not expected to have experience or knowledge of FCA requirements
  • Once the customer has submitted an application online, the chosen finance house will decide whether they are a financially secure risk
  • All finance is subject to status
  • Finance is based on risk and homeowners represent less risk to the lender, therefore non-homeowners are less likely to obtain finance

If you have any questions, please Contact us for assistance.