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Financial Agent Solutions Ltd
Office 4a, City view Offices, 99 Long St,
Middleton Manchester, M24 6UN
www.financialagent.co.uk

Mortgage Application - Authority to Proceed (ATP)

This document confirms the fees and terms and conditions that apply to our work with you. It does this by confirming:

which documents you have been issued with, upon which we can both rely
any specific fees agreed with you for providing advice, implementation, or ongoing services
the method of payment of those fees and cash equivalent examples where required

Mortgage Advice & Implementation Fees:

1. For Residential Mortgage/Buy-to-Let Mortgage - £499, split into two payments

£199 application fee (non-refundable)
£300 upon receiving the mortgage offer.

2. For Residential Mortgages/Buy-to-Let Mortgage for Company Directors, Low or Adverse Credit Score, or Complex Cases - £599, split into two payments

£199 application fee (non-refundable)
£400 upon receiving the mortgage offer.

3. For Residential or Buy-to-Let Remortgage:

Remortgaging with the Current Lender (Product Switch/Transfer) - £0 (no fee)
Remortgaging with a New Lender - £199 (paid on application)
Remortgaging with Additional Borrowing - £299 (paid on application).

YOUR CONFIRMATION

I have received and reviewed the terms and conditions

FAS Terms of Business 2025

I give authority to proceed under the terms and conditions described

I note that minimum fees may apply.

I confirm that I have read, understood, and agree to the terms of the Customer Privacy Notice presented.

Privacy Notice FAS

MORTGAGE PROTECTION RECOMMENDATION AND WAIVER

Financial Agent Solutions Ltd's standard policy is to recommend a protection needs analysis with their advisor following the recommendation or acquisition of a mortgage or remortgage. We will ALWAYS advise you to protect the mortgage payment in the event of illness, accident, or death.

I understand that Financial Agent Solutions Ltd has informed me of the importance of conducting a protection needs analysis to assess potential risks associated with obtaining a mortgage and to ensure adequate protection. I further understand that I am solely responsible for any potential consequences that may arise from this decision, including but not limited to the inability to meet mortgage obligations in the event of illness, accident, or death. By ticking this box, I waive any responsibility from Financial Agent Solutions Ltd for such consequences should I decide not to proceed with the protection needs analysis.

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18 July 2024 2:09 pm BST

M_ATP - Mortgage Application Uploaded by Irina Yanioglova - info@financialagent.co.uk IP 93.133.92.94