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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.
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
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Job title
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First Name
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Last Name
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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
5. Support and guidance on the governance aspects of the consumer duty
6. Free 30 minute chat with one of our consultants about Consumer Duty or any other topic
* Key milestones:
30 April 2023: Manufacturers should have completed all the reviews necessary to meet the outcome rules for their existing open products and services so they can share with distributors to meet their obligations under the Duty, and identify where changes need to be made.
31 July 2023: Implementation deadline for new and existing products or services that are open to sale or renewal.
31 July 2024: Implementation deadline for closed products or services.
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