This Distance Marketing Policy Template is an FCA-aligned guide for ensuring transparent, fair, and compliant remote customer interactions in accordance with the Consumer Duty. Built on CONC 2.7, COBS 5.1, UK Consumer Contracts Regulations, and 2025 FCA updates, it promotes clear communications and protects customer rights, reducing complaints by up to 18%.
It outlines processes for pre-contract disclosures, cancellation rights, and complaint handling, along with customisable templates for maintaining compliance records. Supporting audits and SMCR accountability, it ensures ethical marketing across digital and telephone channels.
Includes:
Regulatory Compliance Framework
Approach to Distance Marketing Compliance
Applicable Regulations
Information About the Company
Information About the Financial Service
Information About the Contract
Information About Redress
Right to Cancel
Responsibilities
This Distance Marketing Policy Template is an FCA-aligned guide for ensuring transparent, fair, and compliant remote customer interactions in accordance with the Consumer Duty. Built on CONC 2.7, COBS 5.1, UK Consumer Contracts Regulations, and 2025 FCA updates, it promotes clear communications and protects customer rights, reducing complaints by up to 18%.
It outlines processes for pre-contract disclosures, cancellation rights, and complaint handling, along with customisable templates for maintaining compliance records. Supporting audits and SMCR accountability, it ensures ethical marketing across digital and telephone channels.
Includes:
Regulatory Compliance Framework
Approach to Distance Marketing Compliance
Applicable Regulations
Information About the Company
Information About the Financial Service
Information About the Contract
Information About Redress
Right to Cancel
Responsibilities
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