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Status: You are viewing the version of the handbook as on 2011-04-29.

initial disclosure document

    65information about the scope of advice and the nature of the services offered by a firm in relation to:

      1. 78(a)78 a regulated mortgage contract other than a lifetime mortgage as required by MCOB 4.4.1 R (1) and set out in MCOB 4 Annex 1;
      1. 78(b)78 an equity release transaction as required by MCOB 4.4.1 R (1) and set out in MCOB 8 Annex 1;
      1. 47 78(c)78 a home purchase plan as required by MCOB 4.10.2 R and set out in MCOB 4 Annex 1; or
      1. 78(d)78 a non-investment insurance contract in accordance with 70 ICOBS 4.5.1 G 70 and set out in70 ICOBS 4 Annex 1 70 .