Prepare the Consumer Duty board report

Outcomes, data and actions for the annual board review.

1. Collect product and service data
2. Collect complaints data
3. Collect fair value reviews. Most people forget this: The FCA expects evidence of fair value, not just a statement
4. Write the report
5. Review the report (Compliance officer signs off)
6. Approve the report (Board signs off)
7. Act on the findings

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