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Author profile

Jon Cudby

Articles by Jon Cudby

Your profession

Stargazing

IFAs wanting to move to a fee-based business model are often told they should segment their client base and concentrate on those clients who are likely to be most profitable.

clock 10 January 2007 •

Mortgages

Ami launches retention business factsheet

The Association of Mortgage Intermediaries (Ami) has launched a new factsheet for members dealing with retention business.

clock 25 October 2006 •

Investment

Editorial: Thincing through the future business model

Axa last month confirmed it was in exclusive talks to buy financial adviser group Thinc Destini, and given the time scales usually involved in a merger or takeover, it wouldn't be unreasonable to think the deal could be completed at any time.

clock 19 October 2006 •

Mortgages

Blog: A quest to fix my credit file

You wouldn't necessarily expect a personal finance journalist to have a lot of difficulty getting credit but I have been having problems for years.

clock 23 August 2006 •

Your profession

Aifa and Ami at odds over Fos funding

The Association of IFAs and the Association of Mortgage Intermediaries are at odds over their favoured options for the future funding of the Financial Ombudsman Service.

clock 08 August 2006 •

Mortgages

Ami wording aids access to client info

The Association of Mortgage Intermediaries (Ami) has published wording to help intermediaries access client information post-completion.

clock 17 July 2006 •

Mortgages

Ami launches PTA factsheet

A Pension Term Assurance (PTA) factsheet has been launched by the Association of Mortgage Intermediaries (Ami).

clock 27 June 2006 •

Mortgages

Ami turns attention to 'buying abroad'

A factsheet to assist mortgage intermediaries in advising clients who are thinking of buying property abroad has been developed by the Association of Mortgage Intermediaries (Ami).

clock 25 May 2006 •

Mortgages

Ami launches credit search factsheet

The Association of Mortgage Intermediaries (Ami) has launched a factsheet to inform members about the different types of credit search used by lenders in the mortgage process.

clock 11 May 2006 •

Mortgages

Mortgage advisers face enforcement for possible fraud

Four mortgage intermediary firms have been referred for possible enforcement action following the launch of a fraud reporting system between mortgage lenders and the Financial Services Authority (FSA).

clock 12 April 2006 •
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