Distance Marketing Policy Template & Checklist

It is a regulatory requirement under sections CONC 2.7 and COBS 5.1 that certain regulated firms comply with the distance marketing and distance selling regulations. This policy template and checklist help firms to comply with, and assess these areas. Instant download after payment has been made.

£25.00 (ex vat)

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Distance Marketing Policy Template & Checklist

Certain FCA regulated businesses must comply with the distance marketing regulations, including information disclosures and the right to cancel. CONC 2.7 & COBS 5.1 of the FCA Handbook and the UK Distance Selling Regulations set out the requirements for compliance. This policy and checklist set helps firms to set out their objectives and details the information disclosures required.

Firms must ensure that distance marketing materials provide the consumer with the relevant distance market information as well as ensuring that the distance marketing information is provided in a clear and comprehensible manner. This policy template outlines the main objectives and information disclosures and covers the right to cancel requirements.

Areas Covered in the Policy Template

  • Policy Statement
  • Purpose and Scope
  • Distance Marketing Regulations
  • Objectives & Requirements
  • Information Disclosures
  • Communication Change Requests
  • Right to Cancel
  • Responsibilities

Template Benefits

  • Fully Customisable
  • Easy to Corporate Brand
  • Developed using Microsoft Office
  • Free Email Support
  • Professional Format
  • Used by Thousands of Organisations
Sample Policy Template

Why use our templates?

Every business in the UK requires some level of compliance program, including policies, procedures and documents that set out their intent, objectives, obligations and responsibilities.

Know Your Compliance Limited are experts when it comes to developing compliance policies and regulatory procedures, so why reinvent the wheel?

Our professional, market leading policy templates and toolkits are already used by thousands of organisations across the UK who have benefitted from ready-to-use, but fully customisable policy content and formats.

Documents are available as an instant download from either the website or confirmation email as soon as payment has been made.

Documents are in Microsoft Office formats and are fully customisable. You can edit all text, add content, remove sections and change the layout to suit your needs.

Our templates come with extensive guidance and free email support for editing and formating the content, as well as corporate branding.

The policy templates are professional, high quality and aimed at saving businesses time and resources when it comes to policy development.

Developed by a team with over 18 years regulatory compliance experience and expertise in policy development.

Suitable for FCA regulated businesses with thousands of existing clients from hundreds of sectors and industries.