Search results with tag "For assessing suitability"

Finalised guidance Assessing suitability

1.18 Firms remain responsible for assessing suitability, including assessing the risk a customer is willing and able to take, even when using tools. Tool providers have a role to provide clear supporting information to firms that will use the tools, to help them use them as designed (see Chapter 5). Next steps

  Assessing, Supporting, Suitability, Assessing suitability, For assessing suitability