Disclosure information
Financial advice disclosure
Visitors should be able to understand who provides advice, how the provider is paid and how to raise a concern.
Approved disclosure content required
The frontend intentionally does not invent FSP numbers, licence details, commissions, conflicts or adviser responsibilities. Replace this panel with the current approved disclosure statement before launch.
Planned CMS fields
- Financial advice provider and licence details
- Nature and scope of advice
- Fees, commissions and other incentives
- Conflicts of interest and how they are managed
- Duties, complaints process and dispute resolution
- Downloadable approved PDF and last-updated date