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IDD and Your Terms of Business

For every good TOBA we see, we come across dozens that are wrong. Common errors include:-

• Handling of client money
• Cancellation rights
• Services offered
• Missing our required information

Probably more important however is the amount of detail that is used. The FSA expect clarity, fairness and openness in documentation. This is not easy, when the first instinct is to include information thought necessary to protect the broker.

....L....

Less = More. We can help you simplify your documentation to comply with both TCF and Clear,Fair and Not Misleading Principles

For a review of you documentation or a discussion of your problems click here