THE CONSUMER DUTY ACTION CHECKLIST
Get your complimentary Consumer Duty Checklist summarising the steps that need to be taken - and by when. Use the checklist to measure your firm's readiness and identify potential gaps in implementation planning.
The Action Checklist covers the key steps you need to take to comply with Consumer Duty.
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Recap of the Consumer Duty
Scope of the new rules
Key deadlines for financial services firms
Detailed actions required under each of the four Consumer Duty outcomes: Products and Services; Price and Value; Consumer Understanding; Consumer Support.
Plus required actions under two key control functions: Culture and Governance; Monitoring Outcomes