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Shepherds Friendly – Consumer Duty content

To comply with the Consumer Duty content regulations, I rewrote a complete suite of documents for Shepherds Friendly ISAs and Junior ISAs. This is an extract from their new ISA Important Information Guide.

 

[Copy extract]

 

WELCOME

Shepherds Friendly is a UK friendly society – in fact our roots go back around 200 years. All our profits go back to our members, rather than shareholders. Today, we’re known as a modern mutual.

We believe in offering you a fairer, simpler way of saving. Our members have always come first and they always will. We help them plan their finances in ways that take care of them and their families. And just as we help our members secure their future, they help define ours. All our members have a say in how we’re run.

If you choose to invest in our Stocks and Shares ISA, you’ll become one of our members as well. And we’ll be always here to support you.

If you have any questions or feedback, please call us on 0800 526 249. We can also supply this document in large print or braille. If you prefer to write to us, we’ve included our address and email details near the end.

 

Key Features of our ISA

This Important Information Guide tells you all you need to know. That includes what an Individual Savings Account (ISA) is, how to apply for it and how it works. Plus, what we ask from you and what you can expect from us.

You can find the terms and conditions for this ISA in this document too. There are contact details of others who might help you with your savings journey as well, such as the tax office (HMRC).

We need to let you know that the Shepherds Friendly Society Ltd is required by the Financial Conduct Authority (FCA), the independent financial services regulator, to provide you with this Important information Guide. This is to help you decide whether our Stocks and Shares ISA (Individual Savings Account) is right for you.

The products we provide are Shepherds Friendly’s own products.

Please read this document carefully to make sure you fully understand the plan and what you need to do. As you might want to look at it again in the future, please also keep it in a safe place.

 

The aims of our Stocks and Shares ISA

  • To increase the value of the money you’ve invested over the medium to long term.
  • To give you a tax-free investment which you can easily add to or take out money from.

 

Your investment in the plan

  • You can invest a single lump sum and/or monthly amounts, up to the limits the government allows.
  • There’s no fixed term, but it’s usually best to think of it as a medium- or long-term investment (five years or more).
  • You can take out some of your money, but you need to tell us – for details, please see ‘How do I take out money’ below.

 

FCA Consumer Duty content guidelines

View more financial copywriting examples 

Contact me about writing Consumer Duty content for you  

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