Distributors can find more information about the work we are doing on Consumer Duty in our Consumer Duty brochure.
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At T. Rowe Price we are committed to ensuring that the Consumer Duty Principle is embedded throughout our firm, and that we supply distributors of our products with all the requisite information.
We have therefore established a cross-departmental programme to ensure that we implement the regulatory requirements within the stated timeframes. The programme is overseen by our usual governance management arrangements, a steering committee, the firm’s Consumer Duty champions and the Board of the relevant UK entities.
We have aligned our work with the Four Outcomes enshrined within the Consumer Duty principle as follows:
Products & Services: We have reviewed our product governance arrangements, including our product approval and review process to strengthen our processes and ensure our product governance is robust.
Price & Value: We carried out a value assessment of all T. Rowe Price OEIC and SICAV sub-funds sold via intermediaries to UK retail customers.
Consumer Understanding: We have partnered with a market research and consultancy agency, Research in Finance, to create a communications review community with some major asset manager peers to test various consumer facing marketing and communication literature to enhance it as necessary and ensure suitability for all consumers.
Consumer Support: While T. Rowe Price does not interact directly with retail customers, we will deal with reasonable requests from you in an effective way and in good time to enable you to support retail customers.
Key information
Consumer Duty Brochure
Assesment of Value Report
For more information on our annual Assessment of Value Report for our UK fund range, please click on the link below.
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If you have questions or would like more information about T. Rowe Price please contact us.
Important Information
The Funds are sub-funds of the T. Rowe Price Funds OEIC, an investment company with variable capital incorporated in England and Wales which is registered with the UK Financial Conduct Authority and which qualifies as an undertaking for collective investment in transferable securities (UCITS). Full details of the objectives, investment policies and risks are located in the prospectus which is available with the key investor information documents in English, together with the articles of incorporation and the annual and semiannual reports (together ‘Fund Documents’). Any decision to invest should be made on the basis of the Fund Documents, which are available free of charge from the local representative, local information/paying agent or from authorised distributors and via troweprice.com.
This material is being furnished for general informational and/or marketing purposes only. The material does not constitute or undertake to give advice of any nature, including fiduciary investment advice, nor is it intended to serve as the primary basis for an investment decision. Prospective investors are recommended to seek independent legal, financial and tax advice before making any investment decision. T. Rowe Price group of companies including T. Rowe Price Associates, Inc. and/or its affiliates receive revenue from T. Rowe Price investment products and services. Past performance is not a reliable indicator of future performance. The value of an investment and any income from it can go down as well as up. Investors may get back less than the amount invested.
The material does not constitute a distribution, an offer, an invitation, a personal or general recommendation or solicitation to sell or buy any securities in any jurisdiction or to conduct any particular investment activity. The material has not been reviewed by any regulatory authority in any jurisdiction.
Information and opinions presented have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources' accuracy or completeness. There is no guarantee that any forecasts made will come to pass. The views contained herein are as of the date noted on the material and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates. Under no circumstances should the material, in whole or in part, be copied or redistributed without consent from T. Rowe Price.
The material is not intended for use by persons in jurisdictions which prohibit or restrict the distribution of the material and in certain countries the material is provided upon specific request. It is not intended for distribution to retail investors in any jurisdiction.
UK – This material is issued and approved by T. Rowe Price International Ltd, Warwick Court, 5 Paternoster Square, London EC4M 7DX which is authorised and regulated by the UK Financial Conduct Authority. For Professional Clients only.