Products
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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
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Consumer Duty Bundle
BundleOur Consumer Duty bundle includes everything you need for compliance with the Consumer Duty
£478.80
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Website Review Checklist
CourseAn editable checklist for FCA regulated firms, covering high level FCA requirements, complaints, consumer duty and GDPR, to ensure your website complies with FCA expectations.
£118.80
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Consumer Duty Overview
CourseAn extensive overview of the Consumer Duty, explaining the development of the duty, its introduction and the scope of the Duty, interpreting key terms, offering approaches to understanding and realising the Duty with thought-provoking examples.
Free
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DIY FCA Application Pack
CourseThis pack includes a Guide, a Compliance Monitoring Plan template for lenders, and a Regulatory Business Plan template for lenders, to support your application to the FCA.
£480
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Appointed Representatives Framework Pack
CourseThis pack includes a APR policy template, a due diligence questionnaire, an individual F&P assessment designed for APR staff, and a financial analysis template.
£358.80