What sections of the FCA do you need to read and when?
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Invite confirmed in writing/via email and client happy with ALL the terms and conditions?
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YES
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NO
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Upsold EBs?
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Read Consumer Act. questions *** update details accordingly *** and full FCA script including all selected EBs
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YES
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NO
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Read amount payable section, policy terms and conditions section and any upsold EBs section
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YES
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Any policy details changed?
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NO
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Read amount payable section and any upsold EBs section
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Any policy details changed?
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YES
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NO
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Read amount payable section and policy terms section
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Nothing further to read
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Misc.
If changing payment plan to ANY direct debit plan with a deposit - read payment plan section and relevant agreement type section
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FCA
More flowcharts
