Treating Customers Fairly (TCF) is a key part of compliance in the new Twin Peaks financial legislation. TCF legislation requires financial service organisations (banking, insurance, investments, etc) to follow the 6 Treating Customers Fairly outcomes (designed to ensure fair treatment of customers).

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2. Outcomes-based regulation

3. TCF Outcomes
Culture & Governance Product Suitability
Disclosure

4. TCF Outcomes
Suitable Advice Meet expectations
Claims, Complaints & Changes

5. The heart of TCF
Principle 1 : Customers must feel
confident that they are dealing with
an ins2tu2on where TCF is at the
core of their culture.

6. Begin with values

7. Look to the future
Training and Competence Remuneration
Incentive Schemes

8. Client centric approach
Confidential information
Legal Obligations

9. MI communication
Relevant Accurate Timely
Acted on Recorded

10. TCF questions

11. Helping you build a great place you want to work
Embedding a Treating Customers Fairly (TCF) Culture through human conversations, supported by software
Building Employee Engagement and Emotionally Intelligence skills
Consulting, coaching and training
B-BBEE Level 4 EME
Cell +27 (0)83 229 3528 richard@oneclearmessage.co.za
Website: www.oneclearmessage.co.za