Customer Understanding Policy Template

£50.00

The FCA Will Ask for Evidence. Do You Have It?

The Consumer Duty doesn't reward good intentions — it rewards documented proof that your customers genuinely understand what you're telling them.

This ready-to-use policy template gives FCA-regulated firms a complete Consumer Understanding & Testing Framework, covering methodology, governance, vulnerability, digital channels, and SM&CR accountability — all mapped to PRIN 2A.5 and FG22/5.

Customise with your firm name. Start using it immediately.

What's included: Testing methodology · Product-specific scenarios · Vulnerability-inclusive testing · Digital channel requirements · Board governance structures · Ready-to-use templates and checklists · Full regulatory reference library

Built for: Compliance managers, Consumer Duty leads, risk teams, and compliance consultants across all FCA-regulated sectors.

The FCA Will Ask for Evidence. Do You Have It?

The Consumer Duty doesn't reward good intentions — it rewards documented proof that your customers genuinely understand what you're telling them.

This ready-to-use policy template gives FCA-regulated firms a complete Consumer Understanding & Testing Framework, covering methodology, governance, vulnerability, digital channels, and SM&CR accountability — all mapped to PRIN 2A.5 and FG22/5.

Customise with your firm name. Start using it immediately.

What's included: Testing methodology · Product-specific scenarios · Vulnerability-inclusive testing · Digital channel requirements · Board governance structures · Ready-to-use templates and checklists · Full regulatory reference library

Built for: Compliance managers, Consumer Duty leads, risk teams, and compliance consultants across all FCA-regulated sectors.