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PDCOB 9.6 Disclosures to the customer about third-party dashboard arrangements

PDCOB 9.6.1R

1A firm must ensure that, where a customer accesses the pensions dashboard platform through a third-party dashboard arrangement, the first point of contact with a customer on a pensions dashboard platform contains a prominent message that:

  1. (1)

    the firm is authorised to carry on regulated pensions dashboard activity;

  2. (2)

    the firm is responsible for the pensions dashboard platform;

  3. (3)

    the third-party dashboard access provider has entered an arrangement with the firm to make the pensions dashboard platform available to customers; and

  4. (4)

    complaints about the pensions dashboard platform should be directed to the firm, not the third-party dashboard access provider.