Outcome 2 - 'Products and services are designed to
meet the needs of identified customer groups'
Useful links around Outcome 2
Sales and advice
View hints and tips on evidencing best practice in sales and
advice.
Customer circumstances
Find out how to keep files on each of your customers and evidencing
their individual circumstances.
Customer communications
View tips on documenting your communication with customers through
adverts, letters, phone and email.
Customer contact
Find out how to document your customer
contact and after sales service through MI and corrective
action.
Customer views
View how to document your customers
views on products and services.
TCF Principle
Checklist PDF (936 KB)
Download the TCF principle checklist which has been designed to
help you implement TCF in your firm.
Visit our Treating Customers Fairly page for further
information on what TCF means for you as an intermediary.