Document hub

Below are all the documents you need submit your next application, as well as guides to our products, criteria and getting started with us. *This part of the website is for intermediary use only.

Products, criteria, brochures and guides

Everything you and your client need to know about our mortgages and working with us. Scroll down to the Lifetime Mortgages section for Lifetime (Equity Release) documents.

Product Guide

Intermediary Brochure

Brochure for your clients

How to register as an Adviser

How to register your firm

RIO Product Information Sheet

Tariff of Charges

Case Tracking Stages Guide

Application documents

These are the documents you'll need to submit an application with us.

Document Checklist

Applicant Declaration

Direct Debit Mandate

Lifetime Mortgages

All these documents are relating to Lifetime Mortgages

Lifetime Mortgage Tariff of Charges

Lifetime brochure for your clients

Lifetime Product Information Sheet - Standard

Lifetime Product Information Sheet - Six Month Offer (Purchase)

LTM Product Info Sheet V6 5 Year ERC with DD

LTM Product Info Sheet V5 Premier

LTM Product Info Sheet V6 Property+

Frequently asked questions for Lifetime (Equity Release) products

ESG Documents

For the ESG webpage

Social Bond Framework

Second Party Opinion

TGB Certificate October 2024

Impact Report Cerrado October 2024

White Papers

For your information

Consumer Duty

Consolidating debt with an interest only mortgage

How brokers can help