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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 Manual||110 KB||DOC||Download|
|TCF Six Outcomes||31 KB||DOC||Download|
|Mortgage Gap Analysis Form V2||208 KB||DOC||Download|
|General Insurance GAP Analysis Form V2||206 KB||DOC||Download|
|Improvement Log V1||35 KB||XLS||Download|
|TCF Self Assessment Questionnaire||30 KB||DOC||Download|
|TCF Monitoring Register||26 KB||XLS||Download|
|TCF Monitoring Report||34 KB||DOC||Download|
|TCF Management Information Matrix||41 KB||DOC||Download|
|TCF MI Report (To be used in conjunction with the MI & KPI Review Form)||50 KB||DOC||Download|
|MI & KPI Review Form||21 KB||XLS||Download|
|Customer Satisfaction Feedback Form||32 KB||DOC||Download|
|Customer Satisfaction Feedback Form Letter||26 KB||DOC||Download|
|TCF Values Document||34 KB||DOC||Download|
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