This is an example of a typical Treating Customers Fairly (TCF) scorecard for a discretionary management firm. You’ll need to tailor it for your own purposes, replacing our logo with your own.
 
Contents
 
INTRODUCTION
Purpose
Ratings
 
MATRIX
Outcome 1 - Consumers can be confident that...
Outcome 2 - Products and services marketed and sold...
Outcome 3 - Consumers are provided with clear...
Outcome 4 - Where consumers receive advice...
Outcome 5 - Consumers are provided with products that...
Outcome 6 - Consumerd do not face unreasonable...