Consumer Duty Toolkit


A comprehensive Toolkit including due diligence templates, surveys and tools helping you meet your Consumer Duty obligations.

  • Consumer Duty Strategy template

  • Consumer Duty Annual Board Report template

  • Consumer Duty Due Diligence questionnaire

  • Assessment of Value template

  • Non-UK manufacturer Due Diligence questionnaire

  • Email templates

  • Value Assessment Analysis Support Tool

  • Investment Management Committee

  • Client Feedback Survey template and supporting document

  • Good Practice Guidance guide for Ongoing Service to Clients

  • Product Governance Overview template

Preview some of the files included in this toolkit.

Client Feedback Survey (Support Document)

Consumer Duty - FCA The Next Steps (Summary)

Consumer Duty Due Diligence Questionaire

Value Assessment Example