PDCOB 3.1 Permitted offers to customers
PDCOB 3.1.1R
1A firm is only permitted to offer to customers:
- (1)
- (2)
data export in accordance with PDCOB 11; and
- (3)
PDCOB 3.1.2G
1While a firm must provide view services as part of regulated pensions dashboard activity, data export and post-view services are optional activities that a firm may choose to provide.