Home FCA Handbook COBS COBS 13 COBS 13.6 Preparing product information: adviser and consultancy charges
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COBS 13.6 Preparing product information: adviser and consultancy charges

01/01/2018R

A firm that agrees to facilitate the payment of an adviser charge or consultancy charge, or an increase in such a charge, from a new or in-force packaged product, must prepare sufficient information for the retail client to be able to understand the likely effect of that facilitation, in good time before it takes effect.

06/04/2026G

Where a firm agrees to facilitate the payment of an adviser charge or consultancy charge for a new non-CCI packaged product, it will satisfy the rule in COBS 13.6.1R by including the appropriate charges information in the key features illustration.