Products
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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
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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
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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
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Consumer Duty Webinar: Price and Value
CourseThis webinar provides further information in relation to the requirements surrounding value assessments including the required content and background information. We also explore a brief example of a value assessment.
Free
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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
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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