PDCOB 16.3 Specific record-keeping requirements: customer volumes

1A firm must make and keep a record of:

1. (1)

   the number of customers using their pensions dashboard platform;

2. (2)

   the number of customers using their post-view services;

3. (3)

   the number of customers using each of their post-view services;

4. (4)

   the total number of times their post-view services are used;

5. (5)

   the total number of times each of their post-view services are used; and

6. (6)

   in relation to data export:

   1. (a)

      the number of customers deciding to export their data in accordance with PDCOB 11;

   2. (b)

      the number of customers using data export to the firm; and

   3. (c)

      the total number of times that data export has been used.