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Auxillias Consumer Duty Toolkit

We have developed a toolkit to help clients to prepare for Consumer Duty and hit the key milestones of 30 April 2023* and 31 July 2023*. It currently includes:

1. A number of high-level templates, example of processes and documentation to help firms define their own key processes under Consumer Duty.

2. Post-implementation assurance reviews immediately following the key implementation deadlines in April and July.

3. Advice on identifying manufacturers, distributors, co-manufacturing relationships.

4. A series of training packages on Consumer Duty for lenders and brokers/retail dealers.

5. Support and guidance on the governance aspects of the consumer duty - including drafting new policies and procedures, reviewing governance and reporting arrangements and senior management oversight and assisting you with the required changes to your Senior Management and Certification Regime arrangements.

6. Special day-rate consultancy services to ensure you meet the deadlines

If you are interested in finding out more, please register your interest via the form below and click the relevant option(s) and we will be in touch.

Email*

Job title

Company name*

First Name*

Last Name*

Please tick below if you are interested in receiving information on any of the following:

1. Our bundle of Consumer Duty templates for the price & value assessment, distribution strategy and products & services assessment

2. Consumer Duty post-implementation assurance review to take place once your Consumer Duty implementation is complete

3. Support with drafting co-manufacturing agreements

4. Information on our Consumer Duty training packages for lenders and brokers/retail dealers via our Auxillias Academy

5. Support and guidance on the governance aspects of Consumer Duty

6. Special day-rate Consumer Duty consultancy services