Consumer Duty Bundle
Our Consumer Duty bundle includes everything you need for compliance with the Consumer Duty
Bundle includes
Here are all the products that are included in your bundle.
-
All Resources and Training, Consumer Duty
Consumer Duty: Fair Value Assessment Template
CourseThis template document includes: Assessment triggers, the foundational thinking required by the FCA, how to measure fair value, target market analysis, ensuring different groups of customers receive fair value.
£118.80
-
All Resources and Training, Consumer Duty
Consumer Duty Policy
CourseThe FCA’s Consumer Duty comes into force in 2023. A clear Policy forms the basis of a firm's implementation. This is a template policy that can be amended as required.
£118.80
-
.jpg)
All Resources and Training, Consumer Duty
Consumer Duty Board Report Template
CourseThe Financial Conduct Authority’s Consumer Duty requires at least annual reporting to the Board of Directors. This is designed to be a starting point for your own Board Report, meeting the stated objectives of the FCA including their feedback.
£118.80
-
All Resources and Training, Consumer Duty
Consumer Duty: Closed Product Review Template
CourseThe Financial Conduct Authority’s Consumer Duty makes several changes to PRIN, including the need to undertake product reviews on closed products. This is a template document containing all the areas the FCA require you to review.
£118.80
-
All Resources and Training, Consumer Duty
Consumer Duty: Open Product Review Template
CourseThe Financial Conduct Authority’s Consumer Duty comes into force in 2023, the duty makes several changes to PRIN, including the need to undertake product reviews. This is a template document containing all the areas the FCA require you to review.
£118.80
-
All Resources and Training, Consumer Duty
Consumer Duty: Product Approval Process
CourseThe FCA’s Consumer Duty comes into force in 2023, the duty makes several changes to PRIN, including the need to have a product approval process in place. This is a template product approval process containing all required check points.
£118.80