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  • transaction values

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st April 2018

    transaction values

    81 for each payment system listed in column 1 of the table in FEES 9 Annex 1R the total value of the transfers of funds of the type specified in column 2 of the table undertaken by each PSR fee payer…

  • CONC 2.11 Remuneration and performance management policies, procedures and practices

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    CONC 2.11 Remuneration and performance management policies, procedures and practices

  • advising on pension transfers, pension conversions and pension opt-outs

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st April 2018

    advising on pension transfers, pension conversions and pension opt-outs

    144 any of the following regulated activities : (a) advising on investments (except P2P agreements) in respect of pension transfers and pension opt-outs (article 53(1) of the Regulated Activities Orde…

  • COBS 19 Annex 4C Assumptions

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 6th April 2019

    COBS 19 Annex 4C Assumptions

  • COBS 19 Annex 4B Transfer value comparator

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 19 Annex 4B Transfer value comparator

  • COBS 19 Annex 5 Format for provision of transfer value comparator

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 19 Annex 5 Format for provision of transfer value comparator

  • COBS 19 Annex 4A Appropriate pension transfer analysis

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 19 Annex 4A Appropriate pension transfer analysis

  • COBS 19 Annex 4C Assumptions

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 19 Annex 4C Assumptions

  • COBS 10A.4 Assessing appropriateness: when it need not be done due to type of investment

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 10A.4 Assessing appropriateness: when it need not be done due to type of investment

  • interim levy

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st April 2018

    interim levy

    161 a levy imposed by the FSCS , other than an annual levy .

  • annual levy

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st April 2018

    annual levy

    146 the first management expenses levy and the first compensation costs levy in any one financial year of the compensation scheme .

  • BCOBS 7.5 Availability of certain services and helplines

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.5 Availability of certain services and helplines

  • BCOBS 7.7 Publication of information about current accounts

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.7 Publication of information about current accounts

  • BCOBS 7.3 Account opening information

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.3 Account opening information

  • BCOBS 7.4 Replacing a debit card

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.4 Replacing a debit card

  • BCOBS 7.6 Publication of information about major operational or security incidents, and complaints information

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.6 Publication of information about major operational or security incidents, and complaints information

  • BCOBS 7.1 Application

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.1 Application

  • BCOBS 7.2 What information is to be published and how is it to be measured?

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7.2 What information is to be published and how is it to be measured?

  • BCOBS 7 Annex 1 Publication of information in a specified format

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 15th August 2018

    BCOBS 7 Annex 1 Publication of information in a specified format

  • COBS 10A.6 Assessing appropriateness: when a firm need not assess appropriateness due to suitability assessment

    This piece of Handbook content was changed by an instrument this month.

    Effective Date: 1st October 2018

    COBS 10A.6 Assessing appropriateness: when a firm need not assess appropriateness due to suitability assessment