►Treating Partners Fairly publication dates:
We publish the management reports quarterly on these dates each year.
Q1 January to March on or before 14th April
Q2 April to June on or before 14th July
Q3 July to Sept on or before 14th October
Q4 Oct to December on or before 14th January
► 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
All the TPF KPIs are 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 of request.
- Payment of Investor-Partner Investment Return Target 100% compliance with Partners’
Contract - within 14 days of receipt
- Reply to all Partner questions. Target - 90% 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)
The Joint Equity Scheme is for first-time buyers, home owners and property investors.
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