22 May 2024, 10:00 am - 11:00 am | UK & Europe
With the Consumer Duty’s first annual board report deadline fast approaching, firms should be in the process of reviewing their customer outcome MI and strategy under a Duty microscope. But what’s the best way to approach this task? And how do you know if you’ve done enough?
In this webinar, our panel of experts discussed how you can deliver board reports that meet the regulator’s requirements while managing the risks in your business more effectively. This included:
- the FCA’s requirements for Consumer Duty board reports
- ensuring you have the right data and MI to review customer outcomes
- practical tips on how to deliver high-quality board reports and effective board discussions.
This event was ran prior to Bovill joining Ocorian and rebranding to Bovill Newgate.
Speakers
Abi Reilly
Abi leads our specialist Funds practice, looking after several hundred clients on an ongoing basis. As well as looking after traditional asset managers her team covers alternatives such as private equity, real estate, venture capital and impact funds, corporate finance businesses, research providers, depositories, and placement agents.
Michael joined our team following 16 years at the FCA, most recently as a Technical Specialist in Consumer Investments supervision. He has an in-depth understanding of the regulatory frameworks governing advised and non-advised pension/investment sales, product governance, complaints and redress.
Send a message:
