Readying your business with tax-efficient investments.
Your obligations under Consumer Duty
With Consumer Duty coming into effect, it’s important that you can evidence how you’re putting the customer at the heart of everything you do.
This helps achieve great client outcomes, and makes your advice business and its processes more robust.
Over the coming weeks, this page will be expanded with practical information to support your business. We’ll be bringing you views from leading experts, share actionable tips, and much more.
Consumer Duty resources
Practical tips from the experts
This insight features interviews with PFS, Bankhall, and Hardman & Co. They talk new regulation and how you can deliver value and good customer outcomes with tax-efficient investments.
Webinar: Readying for Consumer Duty
This on demand webinar is a deep dive into Consumer Duty and tax-efficient investments, featuring experts from PFS, Bankhall, and Hardman & Co.
Supporting your research and due diligence
Our product packs provide an enhanced level of information to help your client’s case file meet the needs of the latest regulation.
Each pack includes:
- How Octopus prioritises good outcomes for customers.
- An assessment of the investment against the four outcomes of Consumer Duty.
- Key technical information, including fees.
Whether you’ve already written business with Octopus, or if you’re currently writing a case, these documents will be invaluable to you.
Find your product pack
Octopus Inheritance Tax Service
Octopus AIM Inheritance Tax Service
Octopus AIM Inheritance Tax ISA
Venture Capital Trusts
Octopus Titan VCT
Octopus Apollo VCT
Octopus AIM VCTs
Octopus Future Generations VCT
Enterprise Investment Scheme
Octopus Ventures EIS Service
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