The Consumer Duty in a Box - Complete Compliance Toolkit is an FCA-aligned bundle of 8 manuals and templates, covering all Consumer Duty outcomes and rules. Updated with FS25/2 (2025) and March 2025 reviews, it ensures compliance for FCA authorisation, delivering up to 24% better outcomes.
With customisable checklists, MI dashboards, and RCA forms, it supports governance, targeting, value, and support processes.
Valued at £800 individually, this £350 digital toolkit (DOCX/XLSX) streamlines compliance and reduces harm for retail financial firms.
Includes:
Root Cause Identification Process Template
Customer Outcome Monitoring Template
Customer Support & Management Information Template
Customer Understanding Assessment and Testing Framework
Fair Value Assessment Template
Products and Services Manual + Product Approval Template
Target Market Analysis Manual Template
Consumer Duty Policy Template
The Consumer Duty in a Box - Complete Compliance Toolkit is an FCA-aligned bundle of 8 manuals and templates, covering all Consumer Duty outcomes and rules. Updated with FS25/2 (2025) and March 2025 reviews, it ensures compliance for FCA authorisation, delivering up to 24% better outcomes.
With customisable checklists, MI dashboards, and RCA forms, it supports governance, targeting, value, and support processes.
Valued at £800 individually, this £350 digital toolkit (DOCX/XLSX) streamlines compliance and reduces harm for retail financial firms.
Includes:
Root Cause Identification Process Template
Customer Outcome Monitoring Template
Customer Support & Management Information Template
Customer Understanding Assessment and Testing Framework
Fair Value Assessment Template
Products and Services Manual + Product Approval Template
Target Market Analysis Manual Template
Consumer Duty Policy Template
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