Our approach to Consumer Duty

We take our fiduciary responsibilities very seriously and welcome the Consumer Duty by the FCA, which sets the standard of care providers should give to their customers in retail financial markets. We have created this dedicated Consumer Duty portal to help ensure you have easy access to our Consumer Duty brochure, Value Assessment, Target Market Assessments, as well as a range of other documents that will help you understand more about our products and services.

Consumer duty brochure

We’ve created this brochure to provide a top-line overview of some of the key changes we have made, and the analysis we have undertaken, in response to the introduction of the Consumer Duty.

Value Assessment

Our Value Assessment outlines the overall level of service provided by Puma Investments across our five products and services.

We assessed each service using three core criteria: past performance, quality of service and costs and charges.

Find out more

If you would like to find out more about any of the work we have undertaken as part of the Consumer Duty, or have a specific query, please contact your local Business Development Manager on 020 7408 4070 or email [email protected].