Introduction

Money Saving Direct (Equity Release) Ltd acts as an introducer to Teesside Money Ltd.  Teesside Money Ltd offers specialist advice and is authorised to carry out activities regulated by the Financial Conduct Authority.  Introductions are made with a view to the provision of independent advice.  Money Saving Direct (Equity Release) Ltd is not authorised to give advice and is not liable for any financial advice provided by or obtained through Teesside Money Ltd.

General Data Protection Regulation

All information about you is treated as private and confidential.  The personal information we collect includes your name, address, date of birth, telephone numbers, mortgage details (amount outstanding, monthly repayment amount, mortgage type & end date), property purchase price, current property value, other debts outstanding and other debt monthly repayment amount.  Your information is collected from you by one of our representatives when completing your Introducer Agreement.  You are provided with a copy of your Introducer Agreement upon completion for your records.  Your details are not shared with any third parties other than Teesside Money Ltd for the sole purpose of providing independent financial advice.  We will not contact you for marketing purposes.  We will not pass your details on to any other third parties for marketing purposes.  Incoming and outgoing telephone calls between Money Saving Direct (Equity Release) Ltd and its customers may be recorded for training and audit purposes.

No Obligation

You are not obliged to take any advice received or purchase any products recommended to you by Teesside Money Ltd.

Fees

  1. No fee will be charged should you not purchase any products recommended to you.
  2. No initial fee is charged for introducing you to Teesside Money Ltd.
  3. Should you decide to take advice and purchase products recommended to you any fees to be charged (and any commissions) will be disclosed to you and agreed by you before proceeding further.  
  4. Teesside Money Ltd agree to share fees charged and commissions received with Money Saving Direct (Equity Release) Ltd in return for introducing you to them.  Any such sum to be paid to Money Saving Direct (Equity Release) Ltd is treated by Money Saving Direct (Equity Release) Ltd as belonging to you and you agree that such funds are payable to Money Saving Direct (Equity Release) Ltd for introducing you to Teesside Money Ltd.


I confirm that I have not received any advice regarding any of my financial needs from any representative of Money Saving Direct (Equity Release) Ltd.
I authorise Money Saving Direct (Equity Release) Ltd to forward information contained within the document to Teesside Money Ltd, Gloucester House, 72 Church Street, Stockton on Tees, TS18 1TW.
I confirm that I wish to be contacted by Money Saving Direct (Equity Release) Ltd & Teesside Money Ltd.

Your Right to Terminate this Agreement

You have the right to cancel this introducer agreement if you wish.  This can be done by delivering, or sending notice to Money Saving Direct (Equity Release) Ltd at any time within the period of 14 days from the date of this introducer agreement.  The notice of cancellation is deemed to be served as soon as it is a.) received by post b.) received by email or c.) personally delivered.  If you wish to cancel this agreement you must do so in writing and deliver or send your cancellation request to Money Saving Direct (Marketing).