Info centre

Our resources centre brings together in one place information and help from our website.

Are you a financial adviser?

Our resources for financial advisers include documents to help you think about getting the right information from your customers, communicating with them and gathering management information.

 

What are you looking for?

  • Web Resources. This section includes tools to help you check you are dealing with client money correctly, calculating your fees and using a new mortgage business register to compile management information.

  • Factsheets. Our factsheets cover topics in more detail, including payment protection insurance and management information. Look at our complete list of factsheets.

  • Case studies. Our case studies set out examples of good and poor practice from firms we have visited. They may help you asses if you are doing things the best way.

  • Help with disclosure. When planning your customer communications use our tools and templates to help you tailor your documents for your type of firm.  

  • Enforcement round-up. Here you can find a round up of the latest enforcement cases with a short summary of the main points.

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Page last updated: 11/08/09