Client reports
Equity Release Client Reports and Presentations
Turn research and calculations into a branded, source-referenced document your client can read and your file can hold.
What a report contains
Client reference, objective, the options considered, projections with visible assumptions, jurisdiction-specific notes, the source and verification date of every figure used, and your firm's own regulatory wording.
Formats
Reports and presentations export to PDF and Word so they can be edited, filed or issued under your own letterhead.
Frequently asked
Does Equity Fountain write the advice?
No. Reports present factual and illustrative material. Suitability, recommendations and the advice itself remain the responsibility of the authorised adviser.
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Information and software, not advice. Equity Fountain is not authorised or regulated by the Financial Conduct Authority and does not provide regulated financial, mortgage, equity-release, tax, legal or probate advice. It provides research tools, factual market information, modelling and educational resources for professional users. The subscribing adviser remains responsible for verification, suitability and client advice. Provider documentation takes precedence over anything shown here.