Vulnerable Customer Checklist
With no dedicated sourcebook under the FCA rules for vulnerable customers, how do you know if you are treating vulnerable customers fairly?
We have developed a bespoke Vulnerable Customer Checklist which is easy to use and customise. With over 80 assessment questions across 10 sections, assess and demonstrate your compliance with the FCA’s vulnerable customer requirements.
Vulnerable Customer Policy Template
With nearly 6000 organisations using templates and policies developed by Know Your Compliance Limited, why re-invent the wheel? Our exclusive Vulnerable Customer Policy template extends to 20 pages of customisable content and includes the latest guidance from the FG21-1 paper.
TCF Policy & Vulnerable Customer Template Toolkit
If you are looking to revise or implement a compliant policy program for your responsibilities to customers obligations, look no further than our TCF & Vulnerable Customer Toolkit.
As a market leading template package, this toolkit includes policies, checklists, guidance manuals, employee training templates and test papers and our exclusive TCF Dashboard.