White-label resources
White-Label Equity Release Client Resources
Client-facing material written in plain English, ready to carry your firm's branding.
What is included
Explainers on how lifetime mortgages work, drawdown versus lump sum, interest servicing, inheritance considerations, risks and their counterweights, plus checklists and family conversation guides.
Branding and control
Add your firm name, contact details and regulatory wording, then export to PDF or Word. Nothing is issued in Equity Fountain's name.
Frequently asked
Can I edit the wording?
Yes. Word exports are editable, and your firm remains responsible for any material it issues to clients.
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Results show verified records that match the criteria you select. Equity Fountain does not rank, recommend or endorse any firm, adviser or product.
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.