Comentis has partnered with Tenet Compliance Services to provide access to our ground-breaking Financial Vulnerability Assessment, ensuring you can consistently identify and support potentially vulnerable clients or those in vulnerable circumstances.
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Our clinically-backed assessments provide a simple and cost effective solution and can be easily included into your current advice processes, ensuring you meet the FCA's Consumer Duty guidelines.
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Our Financially Vulnerability Assessment allows you to:
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Consistently and objectively identify potentially financially vulnerable clients in line with FCA guidance
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Produce a comprehensive report on potential financial vulnerabilities
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Simply log any interventions and outcomes
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Produce fully audited financial vulnerability report on client base
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Mitigate risk
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To find out more about how our Financial Vulnerability Assessment can support your practice, please do not hesitate to contact the team.