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Training unit
Treating Customers Fairly (TCF) - one day course  
Technical articles | 01 Jul 2008
Very few larger firms (only 13%) seem to have met the FSA's March 2008 treating customers fairly (TCF) deadline; smaller firms probably have not done much better. There is a lot to do to achieve the requisite standard by the end of this year.
Technical articles | 01 Mar 2010
Lesley Titcomb, director of the FSA's Small Firms & Contact Division, provides the regulator's perspective on a key element of the compliance regime.  In 2008 I wrote an article for 'Financial Solutions' answering questions from readers about our treating customers fairly work, and...
Technical articles | 01 Mar 2008
The FSA has begun writing to the first batch of intermediaries selected for assessment under its ambitious programme to contact and/or visit thousands of small retail firms over the next three years to check on progress with treating customers fairly. The letter's main purpose is to set up ...
Technical articles | 01 Oct 2008
The FSA's Treating Customers Fairly progress paper published in the summer shows that TCF remains a key issue for many adviser firms.  Ian Patterson looks at 10 areas worthy of serious consideration.  The news from the FSA on TCF is not all good.  The first deadline on TCF in...
Technical articles | 01 May 2008
FS readers are invited to submit queries on Treating Customers Fairly to Lesley Titcomb, FSA Director of Small Firms & Contact.  Treating Customers Fairly is one of the key principles upon which the FSA's approach to regulation is founded.  TCF is particularly important this y...
News items | 01 Oct 2011
The standard of financial promotions is a priority element of the FSA's retail market strategy and work in this area is part of an overarching Treating Customers Fairly (TCF) initiative.
Technical articles | 01 Dec 2005
Joanne Smith gets to the heart of Treating Customers Fairly.  The July paper from the FSA "Treating Customers Fairly - what it means for small firms", was the FSA's attempt at putting flesh on the bones of the principle of TCF.  It was aimed at small to medium-sized firms who may ...
Technical articles | 01 Nov 2009
Simon Morris says firms who underestimate the importance of treating customers fairly could find they are making a very expensive mistake
 
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