Documents2019-02-11T14:55:34+00:00

Clark and Poole documents

DOWNLOAD

Clark and Poole Fact Find 

This is required by our regulator, the FCA (Financial Conduct Authority). It appears quite lengthy, but once complete will provide us with a lot of the information we need to enable us to work on your behalf. We ask you to complete as much as possible in advance of seeing Andy, Bob or Simon and they will help complete any sections left undone.

DOWNLOAD

 Mortgage Supplement

This document will contain the information about the property you wish to mortgage. Once completed, in conjunction with the Fact Find, we will have all the information needed to make your mortgage application on your behalf.

DOWNLOAD

 Protection Data Capture Form

This document will contain the information required to apply for your life insurance or critical illness cover

DOWNLOAD

Home Insurance Data Capture

This short form should be completed to enable us to provide a quote for your buildings and contents insurance.

DOWNLOAD

Landlords’ Insurance Form

This short form should be completed to enable us to provide a quote for buildings and contents insurance on your buy-to-let property.

DOWNLOAD

CIDD

This document describes our terms of business for residential mortgages and non- investment insurance.

DOWNLOAD

BTL CIDD

This document describes our terms of business for buy-to-let mortgages.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. TYPICALLY WE DO NOT CHARGE A FEE FOR MORTGAGE ADVICE, HOWEVER IN SOME CIRCUMSTANCES THERE MAY BE A FEE FOR MORTGAGE ADVICE AND THIS WILL BE AGREED AT THE OUTSET.