Status: Please note you should read all Brexit changes to the FCA Handbook and BTS alongside the main FCA transitional directions. Where these directions apply the 'standstill', firms have the choice between complying with the pre-IP completion day rules, or the post-IP completion day rules. To see a full list of Handbook modules affected, please see Annex B to the main FCA transitional directions.

BCOBS Sch 1 Record-keeping requirements



The aim of the guidance in the following table is to give the reader a quick overall view of the relevant record-keeping requirements.


It is not a complete statement of those requirements and should not be relied on as if it were.

Handbook reference

Subject of record

When record must be made

Contents of record

Retention period

BCOBS 6.2.3 R

Cancellation: exercise of right

Exercise of the right to cancel

Date of exercise

At least three years