Firms should now be concentrating on their Consumer Duty annual reporting for completion by the end of July.  Have you had some time to think about the type of things you need to consider and how you are going to obtain the management information you need to prove your compliance with the Consumer Duty?

Whilst the report itself must be completed by firms as it is individual to each and every one, we are able to assist firms in making steps towards its completion.

So, how can we help? We have two options:

Option 1 - The IFAC Feedback service - £500 plus VAT

Under this option, our experienced team will review your completed annual report and provide relevant feedback. This will provide guidance on areas that we believe are well completed and areas where we believe additional work is needed. We will discuss this in a follow up meeting - online or telephone, whichever is your preference.

Option 2 - The IFAC Support service - Please enquire for price

Under this option, our experienced team will work with you to produce your annual report. This will include guidance and comments on areas of weakness in the firm's ability to prove compliance with management information as well as providing support to help write your report.

If you are interested in either of the above services, please
contact us for more information here >>

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