Reset to Today

To access the FCA Handbook Archive choose a date between 1 January 2001 and 31 December 2004.

Content Options

Content Options

View Options

You are viewing the version of the document as on 2022-01-01.

Timeline guidance

Alternative versions

  1. Point in time

COBS 13.6 Preparing product information: adviser and consultancy charges

COBS 13.6.1RRP

1A firm that agrees to facilitate3 the payment of an adviser charge or consultancy charge, or an increase in such a charge, from a new or3 in-force packaged product, must prepare sufficient information for the retail client to be able to understand the likely effect of that facilitation, in good time before it takes effect2.

COBS 13.6.2G

3Where a firm agrees to facilitate the payment of an adviser charge or consultancy charge for a new non-PRIIP packaged product, it will satisfy the rule in COBS 13.6.1R by including the appropriate charges information in the key features illustration.