Key considerations when preparing your Consumer Duty Board report

Listen to our conversation with The Investment Association’s Consumer Duty Lead Mandeep Bhandal on key considerations when preparing your Consumer Duty Board report.

In a nutshell, we explain important tips and considerations on preparing this report, as well as industry practice we’re seeing.

We deal with the FCA’s expectations, organising and structuring your report, the Board’s needs, the subject matter and demonstrating a developmental mindset, involving the right internal stakeholders and addressing key areas of focus like culture, data and MI.

We're always here to help.  Please do listen and reach out to the IA or us if you want to discuss further.

For more Consumer Duty insights visit Linklaters' Consumer Duty webpage.  IA members can visit the IA's Consumer Duty expert page for further resources.