The FCA has added to its published information relating to Consumer Duty to help firms with implementation.
The most recent addition to the Consumer Duty webpages is an information for firms page to help firms implement the Duty. This explains more on the areas of the Duty that firms have been raising queries on. It currently covers:
- October implementation plans
- Consumer Duty Board Champions
- Definition of closed products
The FCA has committed to keeping these pages updated so firms should review the site regularly over the coming weeks and months.
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing […]