► About Treating Partners Fairly:
Treating Partners Fairly is our answer to the FSA-led campaign ‘Treating Customers Fairly’.
At Joint Equity our Owners, Investors, Brokers and Estate Agents are all partners, not customers, and that is why we have adopted this terminology.
Joint Equity Ltd is not regulated by the FSA, so we are not obliged to act in accordance with their guidance, but we feel that Treating Customers Fairly is an extremely important principle, so we aim to exceed their requirements.
If you have any questions or comments about our TPF policy or charter, please email us. We’d be happy to hear from you.
The Joint Equity Scheme is for first-time buyers, home owners and property investors. This site is developed and maintained by Joint Equity ltd. ©Joint Equity (2006)
Joint Equity Ltd works with Mortgage Beaters Ltd to provide case studies & Illustrations to prospective Owner-Partners & Investor-Partners. Joint Equity Ltd does not carry out any regulated activities and so is not regulated by the FSA (Financial Services Authority). Joint Equity Ltd are introducer appointed representatives of Mortgage Beaters Ltd, which are authorised and regulated by the Financial Services Authority.
The content of this website is accurate to the best of our knowledge and for information only. We do not provide financial advice.
Click here to download our TPF policy
Click here to download our TPF charter
Click here to report a TPF issue
► Our Current Treating Partners Fairly performance:
This page is updated with our Treating Partners Fairly (TPF) performance on a regular basis.
We think that it’s important for you to know how we’re doing on things including, responding to your enquiries quickly, returning Partners Commitment Deposits on time, and the information here will tell you how we’re doing.
► Our 3 Treating Partners Fairly Key Performance Indicators are:
- Repayment of Deposits
- Communications with our Partners
- Non Compliance with the Treating Partners Fairly Policy or Charter
The TPF KPIs are all important to Joint Equity but the KPIs: our Partners are most
likely to find important are;
- Repayment of Owner-Partner and Investor-Partner deposits, by post or bank transfer.
Target - 100% within 1 working day.
- Reply to all Partner questions. Target - 100% within 1 working day.
TPF KPIs for non-compliance :
- Number of Notices of Non-Compliance
- Time to respond on Notice of Non-Compliance. Target - 100% within 1 working day.
- Time required for CEO initial report on Non-Compliance with time bound action plan.
Target - 100% within a further 2 working days (3 days from Notice).
- Time required for the CEO to report on problem and action required to all staff.
Target - 100% within a further 5 working days from resolving the problem (8 days
from Notice)
► Our Treating Partners Fairly Results:
The KPIs are reported to our CEO on a monthly basis as part of the board meeting
agenda.
We report the results here on a quarterly basis and any changes to the reports will
be included here as a note.
2008 - 2nd Quarter Presentation style updated.
2008 - 1st Quarter
2007 - whole year