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.