Reset to Today

To access the FCA Handbook Archive choose a date between 1 January 2001 and 31 December 2004.

Content Options:

Add to favourites

View Options:

More Resources:

External link Handbook Publications

You are viewing the version of the document as on 2024-12-20.

Timeline guidance

Alternative versions

  1. Point in time
    2024-12-20

PDCOB 16.7 Specific record-keeping requirements: choice architecture

PDCOB 16.7.1R

1A firm must make and maintain a record of:

  1. (1)

    all versions or iterations of the choice architecture, including the language and format used and the dates each version or iteration was made available to customers;

  2. (2)

    how many customers select each of the choices presented to them by the firm; and

  3. (3)

    each version of the exit communications presented to customers.