Helping your Consumer Duty approach.
The Consumer Duty regulations just passed their three year anniversary. We’ve updated the toolkits we provided at the time. We hope you’ll find them useful, particularly if you’re assessing your Consumer Duty strategy and thinking of making changes to your approach.
How Copia can help advisers
We have a range of support materials and guides for advisers. They are designed to:
Send an email to [email protected] if you’d like to talk to us about how our DFM services can help your firm meet its Consumer Duty obligations.
Our Consumer Duty resources
The Target Market Assessment template and guide to completing it
The Value for Money Assessment template and guide to completing it
Our approach to co-manufacturing
Target Market Assessments
You can find target market assessments for all our portfolio ranges on the appropriate web page.
Value for Money Assessments
You can find value for money assessments for all our portfolio ranges on the appropriate web page and you can find out more about our rigorous process for demonstrating value for money here.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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