A Finance broker involves a person or company that acts as a bridge between two parties (such as banks, financial institutions, or credit unions) to facilitate credit acquisition. This service is regulated in several countries (such as Portugal, by the Bank of Portugal).
What is included in the credit intermediary service:
- The intermediary can present the client with different credit options (such as personal credit, housing credit, car credit, etc.).
- Helping customers choose the best credit solution based on their financial profile and needs.
- Collection of documents, simulations, filling out forms, submitting the credit application to the financial institution.
- In certain situations and with specific authorization, the intermediary may terminate the contract with the client.
- The finance broker has a duty to inform the client about all costs involved, interest rates, deadlines, and other elements of the contract.
- Mediação com a instituição financeira, Acompanha o processo até à aprovação do crédito, podendo também intervir em eventuais renegociações iniciais.
+351 914 464 444 (WhatsApp)
(Chamada para rede móvel nacional)
info@trust-investments.pt
www.trust-Investments.pt
Linked Finance broker registered with the Bank of Portugal under number 8274
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