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Treating Customers Fairly

All firms authorised and regulated by the Financial Services Authority (FSA) were required to have appropriate Management Information (MI) in place by March 2008 and were expected to be able to demonstrate delivery of the Treating Customers Fairly (TCF) fair outcomes for consumers by December 2008.

To assist firms with TCF, Ecompli have developed this area of its website to provide you with guidance and assistance on Treating Customers Fairly. This section will be continually updated over the forthcoming months therefore you should revisit this section on a frequent basis.

We have also developed a specific area for our Treating Customers Fairly Newsletters which are sent out on a regular basis providing a step by step guide.

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

Treating Customers Fairly Guidance Manual 125 KBDOCDownload
TCF Six Outcomes 30 KBDOCDownload

Gap Analysis

Gap Analysis Form 147 KBDOCDownload

Self Assessment Questionnaire

TCF Self Assessment Questionnaire 30 KBDOCDownload

Management Information

TCF Monitoring Register 26 KBXLSDownload
TCF Monitoring Report 35 KBDOCDownload
TCF Management Information Matrix 41 KBDOCDownload
TCF MI Report (To be used in conjunction with the MI & KPI Review Form) 50 KBDOCDownload
MI & KPI Review Form 21 KBXLSDownload

FSA TCF Assessments

Preparing for a TCF Assessment Guide 60 KBDOCDownload

Customer Satisfaction Feedback Form

Customer Satisfaction Feedback Form 32 KBDOCDownload
Customer Satisfaction Feedback Form Letter 26 KBDOCDownload

Treating Customers Fairly Values

TCF Values Document 34 KBDOCDownload

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