The NACFB offers a range of regulatory support to Patron lenders, helping your firm remain compliant whilst being able to focus on your core business
Regulatory support for lenders
Consumer Duty Patron Toolkit
Support for Patron lenders to deliver good outcomes for all retail customers
£2,500 + VAT
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The Consumer Duty Patron Toolkit consists of a variety of consideration and activities-based worksheets which are supported by a comprehensive reference guide to support you with implementation of the Consumer Duty. Our worksheets include:
Consideration worksheets
- Key Information
- Mapping Exercise
- SMCR Requirements
- Milestone Timeline
Activities worksheets
- Product Design
- Customer Journey
- Lender Journey
- Third-party Ancillary
- Financial Promotions
- Customer Services
- Complaints Management
- Gaps and Actions Tracker
By purchasing the Consumer Duty Patron Toolkit, your firm will also gain access to the NACFB Compliance team’s helpdesk for guidance and support in implementing the Consumer Duty.
Online Training & Education
Supporting your firm's CPD and encouraging learning through online training
£50 + VAT / user / year
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Patrons of the NACFB are granted access the award-winning learning management system Skillcast at a discounted rate.
Skillcast is the leading provider of corporate compliance e-learning in the UK. They work with companies that range from FTSE 100 giants to small and mid-size businesses.
Courses include
- Consumer Duty Module
- Compliance Essentials Library
- Data Protection
- Competition Law
- Financial Crime Prevention
- And more
- FCA Course Library
- Treating Customers Fairly
- Complaints Handling
- Consumer Credit Sourcebook (CONC)
- And more
- Health & Safety Course Library
- Senior Managers & Certification Regime Library
- Plus over 140 courses and modules
Hundreds of businesses in the UK and beyond are using Skillcast courses as the foundation of their corporate compliance programmes. These compliance course libraries place a wide range of high-quality, interactive training content at your fingertips.
The training courses available through Skillcast can be tailored to your firm’s training needs, contact the NACFB to find out more.
Broker/Lender Agreement Template - Asset finance
This template has been produced to support lenders and brokers with transparent contract terms
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Whether you’re an established outfit or new to intermediary-led funding, ensuring all terms and conditions between broker and lender are compliant with the latest regulations is paramount. The NACFB, in conjunction with legal partner Shoosmiths, has therefore developed a template broker agreement form that encapsulates and standardises all of the relevant expectations between both parties.
The adaptable template document includes provisions for:
- Services provided by both parties
- Liabilities for both parties
- Commissions
- Termination of contract