Complex Lending - Client Signed Privacy Consent Report Writing - Engineering Assignment Help

Assignment Task:

Submission Part 1

• A completed Client Needs Review/Fact Find form which has allowed you to review and research your client’s information.

• A client signed Privacy Consent form to exchange personal information with other third parties. Because of the variances in the make-up of a number of the compliance forms used by the industry, this authority may already be included in the Credit Guide or other such compliance documents. At the end of the day, they all have the same meaning and intent.

A completed Statement of Credit Advice or a Credit Quote or a Credit Proposal Disclosure Document which you have presented to your clients’ with the recommendation of a lender. Your recommendation will in all probability provide the solution the clients are seeking. It should be in the appropriate format that the clients will easily understand. This document also serves as your authority to proceed with the lodgement of the loan application. 

• Complete Preliminary Assessment Checklist

• Completed Credit Quote 

• Provide a completed Compliance Checklist

• You must be satisfied that you have outlined the process that is required for the client to obtain appropriate finance and the risks (potential and real) of which your client should be aware.

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