Service area
Verify the provider's legal identity
A source from another country can explain a concept without establishing a local right. Deadlines, disclosure requirements and complaint routes need verification under the applicable rules.
Match the provider's legal identity and activity with the relevant official information. That check supports understanding without establishing that a product is suitable for an individual.
- Match the legal entity and regulated activity
- Read current locally applicable official guidance
- Check the written complaint route
Prepare your provider questions
Check the early-repayment questions
Find the settlement method in the agreement and prepare the questions needed for a dated provider calculation.