The Retail Distribution Review (RDR) was introduced on 31 December 2012. One of the main aims of the RDR) was to increase transparency for consumers on the services offered by advisers and the charges for these services, and the clarity of the information firms provide to their clients[1] through their disclosure material is an […]

Following unacceptable findings in the second cycle of the FCA’s review of the Retail Distribution Review (RDR) the FCA has published an assessment template enabling firms to review disclosure documents against the RDR’s key requirements. The template outlines the minimum standard expected in specific areas and may be used as a checklist. However, the template […]