CPD Webinar - Product Oversight & Governance

This webinar will give an introduction to the FCA Product Governance & Oversight rules which come into effect on 01/10/2021.

We will look at the requirements of distributors & manufacturers, and provide some practical advice in terms of checklists that firms should consider implementing.

Main points to be covered in this session are:

• Over-view, planning, context & timescales;
• The role of the manufacturer (or co-manufacturer);
• Product reviews:

• Target Market;
• Vulnerable customers;
• Fair value;
• Premium Finance;
• Data;
• Distribution;
• Monitoring & Oversight;
• Record Keeping;
• Checklist of actions for manufacturers;
• The role of the distributor;
• Impact of packaged products;
• MI distributors must record;
• Checklist of actions for distributors.

Learning Objectives:

By the end of the course, delegates will be able to:

• Understand the implication & scope of the Product Governance & Oversight rules;
• Identify the different types of product review’s that will be necessary;
• Explain the roles of distributor, manufacturer & co-manufacturer.

Important Information:

The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.