mortgage

This document is Client Options Report Template.

It is part of the supporting resources for Assessment Task 2 of FNSFMB512.

Morgan Mortgages

Client Options Report

Summary and analysis of the client’s situation.

Analyse their situation in terms of their complex needs

Applicable loan structures or options

Propose at least three products.

At least one must include a new or non-standard product, and this should be mentioned specifically.

Prioritise the products that you are suggesting and put them in the order that you consider to be most appropriate for the client’s situation.

Product 1

Name and website reference

Describe how it successfully meets the client’s needs.

Rates, fees, and charges

Give also the monthly repayments that the client can expect to pay.

Any referrals (accountant, financial adviser, lawyer, etc.) that will be required.

Product 2

Name and website reference

Describe how it successfully meets the client’s needs.

Rates, fees, and charges

Give also the monthly repayments that the client can expect to pay.

Any referrals (accountant, financial adviser, lawyer, etc.) that will be required.

Product 3

Name and website reference

Describe how it successfully meets the client’s needs.

Rates, fees, and charges

Give also the monthly repayments that the client can expect to pay.

Any referrals (accountant, financial adviser, lawyer, etc.) that will be required.

Australian Training School Pty ltd trading as Southern Academy of Business and Technology
95 Bathurst Street Sydney NSW 2000 | Unit 1, 159 Queen St, CAMPBELLTOWN | Suite 1 Ground Floor 97 Pirie St, ADELAIDE, South Australia| Phone: 1300 852 205 | RTO Code: 31595 | CRICOS Provider Code: 03602E
Version : 2.0	Last Updated : 30 Jul 2021	Next Update: 31 Jul 2022	Page 1 of 1