Bankhall is putting out a management information guide to members on Treating Customers Fairly.
The compliance team at Bankhall is striving to help members with the appropriate measures in place in order for them to achieve their TCF deadlines, the first of which is at the end of March.
Bankhall has included a template MI plan along with checklists and advice on good practice that would benefit their company and prepare them for the deadline.
IFA Services managing director David Golder says: “TCF is something that all firms will need to take very seriously. The FSA has made it clear that all firms, regardless of size, will be scrutinised.
“Our guide, which has been produced by our vastly knowledgeable compliance team, will address this industry hot topic, reassuring our members that they can, with our help, meet the March and December deadlines.”