Consumer Duty Communications Check

An independent review of your customer communications against the consumer understanding outcome in (PRIN 2A.5).

Firms must ensure their communications are likely to be understood by their customers, taking account of their needs and any vulnerable circumstances, so customers can  make effective, informed decisions. Demonstrating what was sent is straightforward. Showing that it is likely to be understood requires closer examination.

We review ten of your customer communications and provide you a written report covering the overall assessment, a finding and supporting evidence for each communication, the themes running across the set, a ranking of which communications most need testing with real customers, and a proportionate approach to run that testing.

The review is conducted independently by hand, applying the same approach the GEI-AI platform is being developed to automate. It is a documented independent second opinion, structured to support informed board-level scrutiny and decision-making.

What it is not

This is a desk-based expert review, not customer testing and not a regulatory audit. It identifies what
to test and how. It supports your own evidence of compliance; it does not assume the accountable person’s
obligation.

A word on the price


Founding client price of £1,000. Standard price £1,750. Ten working days from receipt of your material. Further communications beyond the first ten at £100 each.