Last chance to register for our upcoming FBC webinar, “Consumer Understanding,” happening on Monday, 27 October from 2-3pm.
Join us as Simon Hynes, FBC Senior Adviser, presents insights from our latest research on how AFM boards are fulfilling their Consumer Duty obligations, with a particular emphasis on Consumer Understanding.
Our research explores key themes and questions, including:
- What types of customer documents are being tested for clarity and comprehension?
- Who is involved in testing?
- How are firms conducting consumer understanding tests?
- Who oversees the results, and to what extent is the fund board involved?
- Are distributor-created factsheets being tested for clarity and alignment?
- What actions have been taken in response to testing findings?
This will be followed by a panel discussion with:
- Brendan Bryce, Head of Product Governance, Royal London Asset Management
- Angie Keogh, Head of Risk and Compliance, Omnis Investments
- Katharyn Howchen, Head of EMEA Financial Promotions Marketing Governance, BNY Investments
FBC Corporate Members: register for the webinar today
Many thanks to those who took part in this research, your input is what helps us to create useful insight and enhance fund board governance.
