PDCOB 3 What is a firm permitted to do?

A firm is only permitted to offer to customers:

1. (1)

   view services;

2. (2)

   data export in accordance with PDCOB 11; and

3. (3)

   post-view services.

A firm is only permitted to undertake the following other activities:

1. (1)

   communications in relation to PDCOB 3.1.1R(1) to (3) amounting only to:

   1. (a)

      information which the firm is required to display by law, including information under the Dashboard Regulations; and

   2. (b)

      communications which the firm is permitted or required to make under PDCOB or other rules;

2. (2)

   the placement of advertisements as permitted under PDCOB 6.3 to PDCOB 6.4;

3. (3)

   other marketing activities as permitted under PDCOB 7;

4. (4)

   entry into a third-party dashboard arrangements in accordance with PDCOB 9; and

5. (5)

   other activities necessary for the proper functioning of the activities in PDCOB 3.1.1R(1) and, where applicable, PDCOB 3.1.1R(2) and PDCOB 3.1.1R(3), including those required under PDCOB and other rules.

A firm is not permitted, at any time before the customer has exited the pensions dashboard platform, to display or make visible to the customer any other commercial website or app or similar.