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Accelerator · Financial Services

Retail Investment Suitability & Consumer Duty

In build

Assess whether a personal recommendation is suitable under COBS 9A and the Consumer Duty, returning a file-ready rationale for every client outcome.

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Built on

To be confirmed.

Build date

TBC

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FCA Targeted Support (PS25/22)

Operate the targeted support decision chain, from segment qualification and the better-position test to suggestion selection, with Consumer Duty evidence for every interaction.

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