BCOBS - Distance Communications Course

The Banking Conduct of Business Sourcebook (BCOBS) applies to all firms accepting deposits from banking customers in the UK. BCOBS rules cover distance marketing and distance banking accounts.

Distance banking refers to customers who operate via the telephone or the Internet. Distance marketing covers interactions with both customers in the UK or from the UK.

Our BCOBS for Distance Communications Training Course explains FCA Conduct of Business Rules for retail banking businesses using distance communications.

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About this Course

Available as part of our FCA Compliance Library.

Learning Objectives

This course will prepare you to:

  • Recognise what a distance contract is
  • Understand the rules for distance marketing disclosure
  • Identify what information is needed for contracts agreed over the telephone
  • Identify what information is needed for e-commerce

Course Outline

Welcome

What are BCOBS - Distance Communications?

What is a distance contract?

- Client scenario: Distance contract

Essential product information

Distance marketing information

Consumer rights

- Exemptions

Telephone communications

E-commerce

- Placing and receipt of orders

Electronic communications

Summary

Affirmation

Assessment

FCA Course Library

Our FCA Course library of over 60 training modules covers everything from high-level and conduct of business standards to thematic topics, including treating customers fairly.

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FCA Course Library

Course Specifications

 

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Structure

Approximately 15 minutes followed by a 5-question assessment.

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Audience

Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.

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Design

SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via client style sheet.

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Test-Out

Ability to offer optional test-out, whereby users can choose to skip the course content and complete the learning assignment by simply passing the assessment 

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Compatibility

All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.

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Tailoring

Fully customisable on Skillcast Portal CMS.

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Translation

Pre-translated versions not available, but all text content can be exported for translation into all languages.

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Localisation

Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.