Free introducer note

Introducer referral note

1. 1The client's need as the introducer understood it, in a sentence or two
2. 2Why specialist secured lending was a reasonable route to explore, rather than other help
3. 3Which firm the client was referred to, and why that firm
4. 4Any payment the introducer receives, and confirmation it was disclosed to the client
   Disclosed to the client:

   YesNo

5. 5Confirmation the introducer did not advise on the loan itself

   I did not advise on the loan itself:

   YesNo
6. 6Where debt consolidation was involved: whether the introducer saw signs of financial difficulty, and whether free debt advice was mentioned
   Free debt advice mentioned:

   YesNo