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 template is designed to be a starting point for your own Board Report, meeting the stated objectives of the FCA.
£75
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The Consumer Duty (2024)
CourseThis course is designed for staff subject to the FCA's Consumer Duty. If you want to purchase the training for larger teams, please contact [email protected].
£20
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Consumer Duty: Fair Value Assessment Template (Distributor)
CourseThe Financial Conduct Authority’s Consumer Duty requires all in-scope products and services to be subject to initial and regular Value Assessments. This is a complete template for distributors, ready to be used.
£80
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Consumer Duty: Fair Value Assessment Template (Manufacturer)
CourseThe Financial Conduct Authority’s Consumer Duty requires all in-scope products and services to be subject to initial and regular Value Assessments. This is a complete template for manufacturers, ready to be used.
£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.
£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.
£80