Product Assessment (Incl. Fair Value)

Record, track and demonstrate compliance with product assessment and fair value requirements:

• Product Overview

• Characteristics, Benefits and Objectives

• Scope and Target Market

• Risk Profile

• Target Market Definition

• Vulnerability Considerations

• Specific Market Risks

• Needs Alignment

• Potential Adverse Effects

• Foreseeable Harm Assessment

• Distribution Strategy

• Benefits to Customers

• Costs Associated with Products

• Products and Limitations

• Comparable Market Products

• Portfolio Review

• Price Vs Benefit Justification

• Fair Value Information

• Product Testing Strategy