PRODMatcher tool

With increased regulator scrutiny on firms' CIPs, you have to demonstrate how the characteristics of a segment of clients match the characteristics of the products you recommend.

This is laid out in the FCA's PROD rules.

If you are a bit pressed for time to read all 69 pages, we have created a selected highlights document over 2 pages for you here

This is quite daunting, which is why very few providers and advisers have nailed this.

The PRODMatcher solution

Launching in H1 2021, PRODMatcher solves this problem in a few easy clicks.

Fill in the form below and we will keep you up to date.