Assignment Task: Using the information contained in the Scenario attached, please complete the following 6 tasks. You must complete each task for your submission to be assessed. Omission of any of these 6 tasks will be regarded as 'Working Towards Competency' and you will then be required to resubmit in full.
1. Complete the Fact Find document on these clients - using the form in Appendix 14.
We have not included all supplementary information on these clients so you will need to create your own "improvised" answers for inclusion in the Fact Find document. Trainees who already have access to their own version of a Fact Find template may use their own form as an alternative to that provided in Appendix 14.
2. Recommend a product for the clients and explain your reasons for recommendation.
3. List the supporting documents that would be needed to support the loan.
4. Complete loan costing sheet.
5. Complete a loan servicing calculation (NSR).
6. Complete a loan application form (an ANZ loan application form has been provided for you, which you must use) and complete all of the accompanying documents as provided for you. Your answer to this Activity should be prepared as if you were submitting a real full loan application to the lender.
Please note: If there is information required on the ANZ application form that is not supplied, please improvise. The application should be completed as neatly as possible to ensure ease of review. It is to be submitted to NFI as if NFI is the lender and you were an accredited broker (but you do not need to make up "dummy" supporting documents eg. rates notice, etc.). If you do not submit in a professional manner, your assessment will not be marked.
Taking online assistance from the Finance and Mortgage Broking Assignment Help service is one of the best options for students to boost up their academic marks, without putting so much effort.
Tags: Finance and Mortgage Broking Assignment Help, Finance and Mortgage Broking Homework Help, Finance and Mortgage Broking Coursework, Finance and Mortgage Broking Solved Assignments
Attachment:- Finance and Mortgage Broking.rar