Advanced Solutions for FCA Consumer Duty Agent
Automate Consumer Duty compliance with PolicyCheck's FCA AI Agent — suitability reports, documentation checks, and complete audit trails.
Features & Benefits
Consumer Duty Compliance
Automatically assess and document compliance with FCA Consumer Duty requirements, ensuring all advice meets regulatory standards.
Automated Suitability Reports
Generate comprehensive suitability reports that demonstrate how products meet client needs and objectives.
Complete Audit Trail
Every decision, assessment, and recommendation is logged with full traceability for regulatory review.
Use Cases & Examples
✓ Automated Compliance Checking
Systematically verify that all advice and recommendations meet Consumer Duty requirements before client presentation.
✓ Documentation Generation
Automatically generate required documentation and evidence trails for regulatory compliance.
✓ Risk Assessment
Identify and document potential risks to ensure clients receive appropriate advice and protection.
Security & Compliance
Bank-grade encryption. Strict tenant isolation. Full audit trails. Every piece of client information is stored and accessed with adviser-grade compliance in mind.