All Articles in Financial services

Since 31 October 2004 consumer sales of financial services on-line, by phone or by mail have been governed by new, EU Directive-driven rules.   Analysis Distance Marketing of ConsDistance Marketing…

After a year of trailers, the UK’s credit card issuers have finally got their act together and on a voluntary basis introduced a standard format for information about credit card…

Since 31 October 2004 advertising, advising on and selling long term care insurance products has been regulated by the Financial Services Authority.   Topic: Financial services Who: The Financial Services Authority Where: The UK When: October 2004 What…

With the new FSA regime for mortgage marketing looming on 31st October 2004, the FSA and the DMA have commented on whether providers of new business leads and contact centre…

With a completely new set of rules for consumer credit ads in force from 31st October 2004, the OFT promises full guidance in January 2005, but for the moment it…

With new rules for distance sales of financial services to consumers coming into force 31st October 2004, the DMA has published guidance for its members on issues such as caller…

Under UK rules implementing the EU distance marketing of financial services directive, the full terms and conditions of all financial services products, including insurance policies, must be supplied to the…

First it was 9th October 2004 for distance marketing directive compliance by FSA-governed financial services sellers and insurance sellers who elected to be under ‘ICOB’ before insurance gets the full…

New distance marketing financial services rules coming into force 31 October 2004 require certain disclosures to be given ‘in good time’ before the conclusion of the contract with the consumer…

31st October 2004 will see the introduction of not one but two sets of rules implementing the EU directive on distance marketing of consumer financial services.   Topic: Financial services Who: HM Treasury Where: Westminster When: August…