form

Financial analysis template for mortgage intermediaries – incorporated companies [xlsx] Template for financials for mortgage intermediaries – sole trader and partnerships [xlsx]

ID 21538

The Financial Conduct Authority (FCA) has published two new forms with respect to firms seeking authorization as financial mortgage intermediaries:
1. form for incorporated companies
2. form for sole traders and partnerships
Both forms must be filed along with the application form and require the filing of a forecast income statement and a forecast balance sheet. Corresponding filing instructions are included in the third tabulator entitled „Guidance and Glossary“.

Other Features
credit
loan
real estate
registration
reporting
Date Published: 2023-01-23
Regulatory Framework: FCA Handbook
Regulatory Type: form

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