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Sarah Crowther
WO
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Sutton Household
Compliance
1 supervision item open
Compliance
1 supervision item open
Fact Find
60/100
Documents
1 on file
Meetings
today
Liabilities
No liabilities recorded yet.
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Type
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Mortgage
Personal loan
Car finance
Credit card
Student loan
Business loan
Other
Status
Active
Cleared
In arrears
Defaulted
Lender
Product name
Outstanding balance (£)
Original amount borrowed (£)
Monthly payment (£)
Repayment frequency
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Monthly
Fortnightly
Weekly
Quarterly
Annual
Repayment type
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Capital & interest
Interest only
Offset
Interest rate (%)
Rate type
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Fixed
Variable / SVR
Tracker
Discount
Capped
Fixed / discount rate end date
Original term (months)
Term remaining (months)
Commencement date
Maturity / end date
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DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
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