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Inquisition on client data

Aviva appear to need everything except one’s inside leg measurement now before they will release any information about my clients.

The questions went as follows: policy number/was I the registered intermediary/start date/type of contract/client’s full name/client’s date of birth/client’s address/client’s postcode/my name/inter mediary name/inter- mediary address/intermediary postcode.

Perhaps this is the only way Aviva can satisfy itself that the client has an intermediary and not to be approached directly?

Neil Townley
Director, Pencap (2004) London SW1



FSA failed on register warning

Mortgage professionals say if the FSA had heeded industry calls for an individual register of mortgage advisers when regulation was first introduced, it could have weeded out the “bad apples” long ago.


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