MORTGAGE & FINANCE BROKERS ADDENDUM
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1 MORTGAGE & FINANCE BROKERS ADDENDUM 1. Please provide a breakdown of the Total Gross Income derived by all proposed insureds (including fees and commissions) between the following activities: Fees Earned From Last Financial Year (Gross Income) 1. Mortgage Origination $ $ 2. Mortgage Broking $ $ 3. Mortgage Management $ $ 4. Finance Broking $ $ 5. Leasing and Hire Purchase $ $ 6. Chattel $ $ 7. Mezzanine $ $ 8. Insurance Agency $ $ 9. Insurance Broking $ $ 10. Arranging of Deposit Bonds $ $ 11. Other (please specify) $ $ Total $ $ Anticipated Financial Year (Gross Income) 2. Of the loans you arrange finance for, please advise the overall percentage split of loan type: Loan Type 1. Residential % 2. Commercial % 3. Rural % 4. Industrial % 5. Investment Property % 6. Plant and Equipment Finance Broking % 7. Development/Construction % 8. Refinancing % 9. Other (please provide full details) % Total 100% Mortgage & Finance Brokers Addendum 2018 Page 1 of 5
2 3. Please advise the sources of finance used: Finance Provider Banks % Non-Bank Financial Institutions (eg. Credit Unions, Building Societies, etc) % Non-Bank Lenders (eg. Securitisation Trusts, Mortgage Aggregation Schemes) % Managed Investment Schemes (eg. Solicitors Funds) % Private Credit Providers % Please list below and provide details of other sources of finance that are used: 4. Do you have formal agreements in place with all finance providers Have you obtained legal advice on these agreements? If Yes, please provide list and please advise how many credit providers you hold accreditation with: 5. Do you have authority to approve or settle loans on behalf of lenders? If yes, please provide full details including Delegated Loan Authority and copies of contract agreements for each lender you have authority to approve or settle loans for and please advise which staff are authorised to approve or settle loans: 6. What percentage of loans arranged fall within the following categories: Loan to Value Ratios > 95% LVR % 90% to 95% LVR % 80% to 90% LVR % 0% to 80% LVR % Mortgage & Finance Brokers Addendum 2018 Page 2 of 5
3 7. Has any lender revoked their agreement with you to provide loan applications? If yes, please provide full details: 8. Please indicate the percentage of loans you arrange finance for that is subject to the Consumer Credit Code: a) Do you ensure all loans subject to this code are compliant? If No, please provide full details: 9. Are you a member of a Professional Association? 10. Are you a member of any External Dispute Resolution Scheme? 11. Do you perform or arrange any valuations? 12. Of the loans you arrange finance for, please advise the portion of income and maximum value of loans arranged/derived from the following: Loan Type Low Documentation Loans $ % Deposit Impaired Loans $ % Credit-Impaired Loans $ % Reverse Mortgages $ % Second Mortgages $ % 13. Do you have signature rights to any banking accounts of which borrowers monthly and/or other payments are deposited? If Yes, please provide full details: Mortgage & Finance Brokers Addendum 2018 Page 3 of 5
4 14. If you are required to witness a client s signature do you: a) Always ensure this is done in your presence? b) Check ID of the person signing at the time of signing? If No, please provide full details: 15. If you are required to provide 100 point ID check as part of the loan application contract process, do you always sight the original documentation? Yes No If no, please provide details: 16. When hiring staff, do you always: a) Contact prior employers and obtain satisfactory references? b) Obtain a police record check? 17. Have any claims been made against the proposed insured, its or their employees, principals or directors for alleging a breach of professional duty? If yes, please provide further details of the claim, the claim amount and any payments: 18. Is the Proposer aware, after enquiry, of any circumstances or incident which may give rise to a claim for breach of professional duty against the proposed insured(s), its/their employees, directors or principals? If yes, please provide further details: Mortgage & Finance Brokers Addendum 2018 Page 4 of 5
5 DECLARATION I declare that I am authorised to complete this Addendum on behalf of the Company and that to the best of my knowledge and belief the statements and particulars in this Addendum are true and correct and no material facts have been omitted or misrepresented. I undertake to inform Berkley Insurance Australia (BIA) of any change to any material fact which occurs before any insurance based on this Addendum is entered into. By completing and signing this Addendum you acknowledge, accept and agree that in underwriting and issuing a policy BIA does and will rely on all disclosures, proposals, declarations and representations made by you to BIA. Date Name of authorised individual/partner/principal/director Signature of authorised individual/partner/principal/director Sydney Tel. (02) sydney@berkleyinaus.com.au Melbourne Tel. (03) melbourne@berkleyinaus.com.au Brisbane Tel. (07) brisbane@berkleyinaus.com.au Perth Tel. (08) perth@berkleyinaus.com.au Adelaide Tel. (08) adelaide@berkleyinaus.com.au Mortgage & Finance Brokers Addendum 2018 Page 5 of 5
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MORTGAGE & FINANCE BROKERS ADDENDUM 1. Please provide a breakdown of the Total Gross Income derived by all proposed insureds (including fees and commissions) between the following activities: Fees Earned
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