Home FCA Handbook PDCOB PDCOB 3 PDCOB 3.1 Permitted offers to customers
You are viewing PDCOB 3.1 Permitted offers to customers as of . PDCOB 3.1 Permitted offers to customers was last updated on 30/11/2024.

PDCOB 3.1 Permitted offers to customers

30/11/2024R

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.

30/11/2024G

While a firm must provide view services as part of regulated pensions dashboard activity, data export and post-view services are optional activities that a firm may choose to provide.