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IconTREATING CUSTOMERS FAIRLY

Treating Customers Fairly: Items from the FSB

Presentations and papers on Treating Customers Fairly from the FSB


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1. FSB's TCF Workshop January 2010
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52 KB
2. FSB Treating Customers Fairly discussion paper - April 2010
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1024 KB
3. TCF Roadmap March 2011
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678 KB
4. Treating Customers Fairly by Leanne Jackson, Head: Treating Customers Fairly, Financial Services Board June 2011
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120 KB
5. TCF – Guidance for small FSPs and Independent Financial Advisors September 2014
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432 KB
6. TCF – Guidance for Asset Managers September 2014
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687 KB

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From The Glossary »

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Wholesale Investment Product:

It is a product that cannot be purchased by the retail market for direct investment. The wholesale investment product is used by a product provider (such as a multiple-manager manager) as one of this tools to construct a retail investment product.
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