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Treating Customers Fairly

All firms authorised and regulated by the Financial Conduct Authority (FCA) are required to have appropriate Management Information (MI) in place and is expected to be able to demonstrate delivery of Treating Customers Fairly (TCF) within its business.

To assist firms with TCF, Ecompli have developed this area of its website to provide you with guidance and assistance on Treating Customers Fairly.

If you would like to discuss TCF or benefit from a TCF MI Review and Set Up Visit, please email Ecompli or contact us directly on 01254 675674.

Treating Customers Fairly Guidance

Treating Customers Fairly Guidance Manual 110 KBDOCDownload
TCF Six Outcomes 31 KBDOCDownload

Gap Analysis

Mortgage Gap Analysis Form V2 208 KBDOCDownload
General Insurance GAP Analysis Form V2 206 KBDOCDownload

Improvement Log

Improvement Log V1 35 KBXLSDownload

Self Assessment Questionnaire

TCF Self Assessment Questionnaire 30 KBDOCDownload

Management Information

TCF Monitoring Register 26 KBXLSDownload
TCF Monitoring Report 34 KBDOCDownload
TCF Management Information Matrix 41 KBDOCDownload
TCF MI Report (To be used in conjunction with the MI & KPI Review Form) 50 KBDOCDownload
MI & KPI Review Form 21 KBXLSDownload

Customer Satisfaction Feedback Form

Customer Satisfaction Feedback Form 32 KBDOCDownload
Customer Satisfaction Feedback Form Letter 26 KBDOCDownload

Treating Customers Fairly Values

TCF Values Document 34 KBDOCDownload

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