Distance Marketing Policy
Length: 17 Pages
Applies to: All regulated firm types
Fully Customisable Distance Marketing Policy Template
This editable Word template helps firms comply with the Distance Marketing Regulations 2004, FCA rules (CONC 2.7, COBS 5.1), and the Consumer Contracts Regulations 2013.
It outlines legal obligations for remote communications—phone, email, SMS, post, or online—ensuring all messages are clear, fair, and not misleading. Key sections cover pre-contract disclosures, cancellation rights, record-keeping, redress, and marketing conduct.
The policy includes guidance on internal reviews, staff training, and distance selling of credit and investment products, supported by examples and a built-in compliance framework.
Ideal for credit firms, insurers, fintechs, and investment businesses. Instantly downloadable, fully editable, and designed to save time while supporting FCA and legal compliance.
Length: 17 Pages
Applies to: All regulated firm types
Fully Customisable Distance Marketing Policy Template
This editable Word template helps firms comply with the Distance Marketing Regulations 2004, FCA rules (CONC 2.7, COBS 5.1), and the Consumer Contracts Regulations 2013.
It outlines legal obligations for remote communications—phone, email, SMS, post, or online—ensuring all messages are clear, fair, and not misleading. Key sections cover pre-contract disclosures, cancellation rights, record-keeping, redress, and marketing conduct.
The policy includes guidance on internal reviews, staff training, and distance selling of credit and investment products, supported by examples and a built-in compliance framework.
Ideal for credit firms, insurers, fintechs, and investment businesses. Instantly downloadable, fully editable, and designed to save time while supporting FCA and legal compliance.
Length: 17 Pages
Applies to: All regulated firm types
Fully Customisable Distance Marketing Policy Template
This editable Word template helps firms comply with the Distance Marketing Regulations 2004, FCA rules (CONC 2.7, COBS 5.1), and the Consumer Contracts Regulations 2013.
It outlines legal obligations for remote communications—phone, email, SMS, post, or online—ensuring all messages are clear, fair, and not misleading. Key sections cover pre-contract disclosures, cancellation rights, record-keeping, redress, and marketing conduct.
The policy includes guidance on internal reviews, staff training, and distance selling of credit and investment products, supported by examples and a built-in compliance framework.
Ideal for credit firms, insurers, fintechs, and investment businesses. Instantly downloadable, fully editable, and designed to save time while supporting FCA and legal compliance.