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Consumer Duty Resource Hub

FOR INTERMEDIARY USE ONLY

Supporting your regulatory requirements

In July 2023, the FCA launched a new principle for businesses, Principle 12, the Consumer Duty. This is the biggest change the FCA has ever introduced, and Evolution Funding wants to support your business in meeting its regulatory requirements, both now and in the future.

We have been working hard behind the scenes to gather information we can share with you, that will support you with your Consumer Duty implementation plan, from a variety of sources and firms across the motor industry.

This resource hub will be the home for all our Consumer Duty updates in the coming months, which we hope will include further details on useful resources and practical documents for you to use in your business.

Evolution Funding Credit Broking

Manufacturer to Distributor Information on Evolution Funding Credit Broking Service – Download

Supporting Guides

An Introduction to Consumer Duty

Annual Consumer Duty Board Report Guidance for Introducers

Annual Consumer Duty Board Report Guidance for Introducers

Annual Report Data Log Spreadsheet

Annual Report Data Log Spreadsheet

Consumer Duty: Dear CEO Letter

Consumer Duty: FCA Podcasts

Consumer Duty Webinar

Customer
Support

Editable Report Structure Document

Financial Promotions Guide

Financial Promotions Guide

GDPR: A Guide for Dealers

Guide to SMCR for Limited Scope Firms

Initial Disclosure Document: Guide

Initial Disclosure Document: Template

Price and Fair Value Assessment Template

Price and Fair Value Assessment Template Guidance

Sales Procedure
Guide

Sales Procedure Guide

External Resources

Firms able to support on a one-to-one basis

Consumer Duty for Dealers:

Burden or Blessing?

18th May 2023, 2.00-3.00pm