C.19 Compliance - Reverse Mortage

Reverse Mortgage

The ASIC Reverse mortgage calculator must be provided to a client prior to completing a Reverse Mortgage Application. Please copy the calculator and proof of delivery within VowNet.

ASIC Calculator – Reverse Mortgage

https://www.moneysmart.gov.au/tools-and-resources/calculators-and-apps/reverse-mortgage-calculator

MFAA Calculator – Reverse Mortgage

https://www.premiumbroker.com.au/reverse-mortgage

Compliance Topics

C.01 Compliance - Premium Broker

C.02 Compliance - Credit Guide

C.03 Compliance - Privacy

C.04 Compliance - Client's Identity

C.05 Compliance - Fact Find

C.06 Compliance - Assets

C.07 Compliance - Liabilities

C.08 Compliance - Living Expenses

C.08 Compliance - Dropbox & OneDrive

C.08 Compliance - BankStatements

C.09 Compliance - Objectives

C.10 Compliance - Exit Plan

C.11 Compliance - Borrowing Capacity

C.12 Compliance - Funding Worksheet

C.13 Compliance - Security

C.14 Compliance - Commission

C.15 Compliance - Referrals

C.16 Compliance - Loan Recommendation

C.19 Compliance - Reverse Mortage

Compliance Topics

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