Our readiness assessment is just the start. Our expert consultants at Complyport are helping to make sure that firms are ready for the July 31st 2023 deadline, with support including:
- High level Consumer Duty Readiness Report – Using our online assessment tool, Complyport will undertake a review of your firm and provide a report of where it is with its Vulnerable Customer Management (“VCM”) and Consumer Duty implementation.
- PS22/9 – A new Consumer Duty Impact Assessment – Complyport can undertake a Consumer Duty Impact Assessment (CDIA). Following this review, we will provide a report that will act as a roadmap, outlining what needs to be completed and by when to ensure compliance with the new rules.
- Ongoing support – Complyport can also provide firms with support now, and on an ongoing basis, to ensure full compliance with PS22/9. Our ongoing support services including Policy review and authoring, SM&CR advice, reviews of product offerings and Financial Promotions and more.
Contact us today if you would like a consultant to review your completed questionnaire responses or for additional consultative services.