Equity Release Templates

• Equity Release IDD Template – Word Document
• Equity Release IDD Example 1 – Word Document
• Equity Release IDD Example 2 – Word Document
• Equity Release Factfind – Word Document
• Fee Election Form – Word Document
• Home Reversion Suitability Letter – Word Document
• Lifetime Mortgage Suitability Letter – Word Document
• Rejected Advice Template Letter – Word Document

This bundle provides firms with a selection of documents and examples that are used when providing advice to equity release customers.  The example Initial Disclosure Document (IDD) now known as Disclosure Documents (DD) provides two different ways of disclosing a firm’s information to a customer.  Depending on your firm you may wish to choose the second example which puts key information into circles so that they stand out to the customer.  Whichever, you choose is up to you, but we like to offer something different to the norm.  The rest of our documents can be used to provide advice and then follow that up in a letter.

FORMAT: All documents are downloadable via email upon receipt of payment.

Written & reviewed by the Ecompli founder — With over 20 years in financial services and having founded Ecompli in 2006, our compliance documents are written by a specialist with hands-on expertise in FCA regulation across the mortgage, general insurance, equity release, and insurance claims handling sectors. Every guide and template is personally developed to turn complex regulatory requirements into clear, practical tools your firm can actually use.

There are plenty of free templates and AI-generated documents available online. The challenge is knowing whether they genuinely reflect FCA requirements, align with Consumer Duty expectations and work in practice for your firm. Our documents are written by Ecompli’s founder and are designed specifically for regulated firms. Every manual, register and template is created to provide practical, usable guidance that supports implementation,  helping firms move beyond theory and into demonstrable compliance.