Website

Outlined below is a general guide as to what should be contained on your firm’s website.

▪ General information about the business including business name, geographic address, email address and details of the relevant industry body of which the firm is a member. You may wish to do this via an online version of current Terms of Business and regulatory authorisations.
▪ Schedule of fees and charges – if the firm charges fees or refers to themselves as being independent, it is a regulatory requirement that the schedule of fees and charges is publicly available as a standalone document on the website.
▪ Product-level disclosures outlining whether the firm considers relevant sustainability risks.
▪ A summary of the details of any arrangement for any fee, commission, other reward or remuneration paid or provided to you which you have agreed with your product producers. (Remuneration Disclosure)
▪ Regulatory disclosure statement.
▪ An overview of services and/or products offered.
▪ Warning statements, where appropriate, if promoting specific products (remember to crosscheck advertisements with the requirements under the Consumer Protection Code and the Consumer Credit Act 1995/CMCAR).
▪ Privacy statement/Notice.
▪ Terms and conditions for use of website