Rules and guidance
The Council’s Standards include a variety of customer and member facing documents including the Consumer Charter which are downloadable below.
Some of our guidance is exclusive to members while some is available to all. Should you have any queries, please email [email protected]
Supplementary guidance to meet the changing demands of the market, which should be considered alongside the Standards is also occasionally produced.
V2.0 Standards Appendix A1 – Solicitors certificate for standard lifetime mortgages
File size: 57 KB | Type: pdf | Resources
V2.0 Standards Appendix B – Certificate of compliance with R&Gs
File size: 34 KB | Type: pdf | Resources
V2.0 Standards Appendix C1 – Certificate of Compliance with product standards for standard lifetime mortgages
File size: 38 KB | Type: pdf | Resources
V2.0 Standards Appendix C2 – Certificate of Compliance with product standards for mandatory payment lifetime mortgages
File size: 37 KB | Type: pdf |
V2.0 Standards Appendix C3 – Certificate of Compliance with product standards for Reversions
File size: 35 KB | Type: pdf | Resources
V2.0 Standards Appendix D – Checklist for Advisers
File size: 48 KB | Type: pdf | Council Publications
V2.0 Standards Checklist for Advisers (Appendix D) supporting notes
File size: 109 KB | Type: pdf | Council Publications
V2.0 Standards Appendix E – Fees and charges
File size: 31 KB | Type: pdf | Resources
V2.0 Standards Appendix F – Links to useful information
File size: 29 KB | Type: pdf | Resources
V2.0 Adviser guidance
File size: 243 KB | Type: pdf | Resources
V2.0 Provider guidance
File size: 80 KB | Type: pdf | Resources
Use of the Council member trustmark
File size: 53 KB | Type: pdf |
V2.0 Standards Appendix A2 – Solicitors certificate for mandatory payment lifetime mortgages
File size: 58 KB | Type: pdf | Resources
Supplementary guidance
Post sales communications guidance May 2023
File size: 511 KB | Type: pdf | Council Publications
Fair value frameworks and assessments under the Consumer Duty. Part A: Introduction to a fair value assessment
File size: 2 MB | Type: pdf | Council Publications
Fair value frameworks and assessments under the Consumer Duty. Part B: Completing a fair value assessment
File size: 2 MB | Type: pdf | Council Publications
Fair value frameworks and assessments under the Consumer Duty. Part C: Governing a fair value assessment
File size: 2 MB | Type: pdf | Council Publications