Competent Adviser has released its TCF Toolbox to help mortgage brokers and IFAs meet the FSA's December deadline for full implementation.
Advisers will need to integrate the principles of treating customers fairly into their business models by the end of 2008. TCF Toolbox is a computer-based training programme to help firms quickly get up to speed with TCF principles. The programme contains examples of good and bad practice to help advisers understand what the FSA is looking for, and also shows how firms can demonstrate competency to the regulator. Advisers will also have full access to case studies in various subject areas and firms can request their own bespoke case studies on a costed basis. Gillian Tair, director of C...
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