TCF Policy Template Overview
Our TCF Policy Template is a 12-page document that sets out your obligations and processes under the FCA’s Treating Customers Fairly principles. The template helps you to embed the 6 TCF outcomes into the mandatory areas of your business. If you are authorised by the Financial Conduct Authority, you will be required to demonstrate compliance with Principle 6 – “A firm must pay due regard to the interests of its customers and treat them fairly.”.
Using a TCF policy template that is compliant and developed by experts, enables you to quickly implement the required actions into your business. All authorised firms must be able to demonstrate that the treating customers fairly ethos and outcomes are at the heart of their business model. Our compliance templates are used by over 6000 organisations and help businesses to implement and comply with the relevant standards and regulations without drafting policies from scratch.
If you are looking for a complete TCF compliance solution, visit our ALL TCF Products sections to view our policy toolkits, checklists and exclusive interactive TCF dashboard and guidance manual.
WHAT’S INCLUDED
- Template Customisation Guidance
- 12-Page Treating Customers Fairly Policy Template
- Purpose
- Scope
- What is Treating Customers Fairly (TCF)?
- Outcomes
- Objectives
- Training
- Evaluation of the Training
- Audits and Monitoring
- Complaints Procedures
- Sales and Advice
- Staff Incentives & Renumeration
- Our Service & Approach
- TCF Materials, Advice & Sales Measures
- Material & Content Assessment
- Staff Advice
- Post-Sale
- Management Information
- Responsibilities
- Accelerate your TCF compliance
- Fully customisable templates
- Instant download after payment
- Comply with the FCA requirements
- Aligned with the 6 TCF outcomes
- Easy to use & integrate Word format
- Developed by experts
- Frequently reviewed & updated