Consumer Duty and The Exchange: Available Documentation from Providers

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Overview: 

The table below provides quick access to provider consumer duty documentation - Fair Value Assessment, Target Market, etc. We will continue to update this as we receive information from our providers. 

Documentation links are available at the discretion of the provider and their content is not the responsibility of Iress.

This list covers providers available via The Exchange: -

• For information on providers available via O&M Profiler, a dedicated page is coming soon. 
• For information on lenders available via Xplan Mortgage, please go to Xplan Mortgage - Consumer Duty Page

 

Available Documents

Partner/Provider	Document	Category	Service
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Product Governance and Consumer Duty	Consumer Duty	Equity Release
	Product Governance and Consumer Duty	Consumer Duty	Annuities
	Protect Product Profile	Target Market	Protection
	Breathing Space Product Profile	Target Market	Protection
	Fracture Cover Product Profile	Target Market	Protection
	Product Governance and Consumer Duty	Consumer Duty	Annuities
	Product Governance and Consumer Duty	Consumer Duty	Equity Release
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Fair Value Assessment	Fair Value	Protection
	Product Oversight, Governance and Fair Value Assessment	Consumer Duty	Protection
	MySickPay Income Protection Product Profile	Target Market	Protection
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Product Oversight, Governance and Fair Value Assessment	Consumer Duty	Equity Release
	Product Oversight, Governance and Fair Value Assessment	Consumer Duty	Annuities
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Product Governance and Consumer Duty	Consumer Duty	Equity Release
	Product Governance and Consumer Duty	Consumer Duty	Annuities
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Product Governance and Consumer Duty	Consumer Duty	Equity Release
	Product Governance and Consumer Duty	Consumer Duty	Annuities
	Flexi Lump Sum Product Profile	Consumer Duty	Equity Release
	Flexi Drawdown Product Profile	Consumer Duty	Equity Release
	Capital Lump Sum Product Profile	Consumer Duty	Equity Release
	Capital Drawdown Product Profile	Consumer Duty	Equity Release
	Tailored Lump Sum Product Profile	Consumer Duty	Equity Release
	Tailored Drawdown Product Profile	Consumer Duty	Equity Release
	Maxi Lump Sum Product Profile	Consumer Duty	Equity Release
	Prime Product Profile	Consumer Duty	Equity Release
	Income Protection - Target Market Information	Target Market	Protection
	Whole of Life - Target Market Information	Target Market	Protection
	Accident Only - Target Market Information	Target Market	Protection
		Target Market	Protection
	Product Governance and Consumer Duty	Consumer Duty	Pensions
	Product Governance and Consumer Duty	Consumer Duty	Equity Release
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Fair Value Rules	Fair Value	Pensions
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Product Governance and Consumer Duty	Consumer Duty	Annuities
	Product Oversight, Governance and Fair Value Assessment	Consumer Duty	Protection
	Target Market Assessment	Target Market	Protection
	Product Governance and Consumer Duty	Consumer Duty	Protection
	Fair Value Rules	Fair Value	Protection
	Income Protection- Target Market Information	Target Market	Protection
	Business Protection- Target Market Information	Target Market	Protection
	Whole of Life- Target Market Information	Target Market	Protection
	Personal Protection - Target Market Information	Target Market	Protection
	Relevant Life - Target Market Information	Target Market	Protection
	Business Whole of Life- Target Market Information	Target Market	Protection