TCF
Treating Customers Fairly
At AMI we’re pleased to support www.tcfinfo.co.uk, a FREE website designed to offer intermediaries practical, user-friendly guidance on the FSA principle of treating customers fairly (TCF).
TCF Info provides free-of-charge plain English guidance and downloadable templates/ checklists on TCF, including:
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an overview of TCF – including What is TCF, TCF Monitoring and Support and an at-a-glance TCF Self Audit
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a Tips and tools area containing further checklists, log sheets, letter templates and more, all of which you can download for free and adapt for business or training purposes. Key areas covered include:
TCF Planning
TCF Training
Complaints
Financial promotion
Sales and advice
MPPI
Management Information
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a range of mortgage-related TCF case studies - highlighting practices to promote or avoid to help ensure you treat your customers fairly
TCF Info’s free quarterly e-newsletter will keep you updated on TCF developments relevant to the mortgage industry and TCF Info website content updates, while the section News, hot topics and events offers a round-up of current and recent news stories, providing links to relevant websites and key TCF events.
Remember: From December 2008 TCF became ‘business as usual’ – this means that all firms selling mortgages must be able to demonstrate to the FSA that they are consistently treating customers fairly.
To find out how TCF Info can help you demonstrate your TCF regulatory obligations go to www.tcfinfo.co.uk