We would like to invite you to participate in FBC’s research into how AFMs are meeting their Consumer Duty obligations, with a special emphasis on Consumer Understanding.
Your insights would be greatly valued, and we kindly encourage you to share your perspectives through a brief survey.
The survey explores:
- What types of customer documents are being tested?
- How are firms conducting consumer understanding tests?
- Who oversees the results, and to what extent is the fund board involved?
- Are distributor-created factsheets being tested for clarity and alignment?
- What actions have been taken in response to testing findings?
Completing the survey will require less than ten minutes of your time: https://fbccd2025.paperform.co/
We thought you might be the appropriate person at your firm to respond to this survey, but if you feel a colleague is better placed, please can you forward this email to them. The survey will remain open until Friday 26 September.
The survey results will be shared via a webinar on 27 October 2025 and in a research report.
Thank you very much for considering this request. Should you have any questions, please don’t hesitate to get in touch.