Consumer Duty – Manufacturer Request for Information

Rathbones is committed to supporting Manufacturers in reviewing and updating their products under new Consumer Duty rules implemented on 31 July 2023. 

Should you require information on products to support your review, please complete the form below and a member of our team will be in touch.

Following successful validation of your request, we will send you three reports in Excel format which will contain information about sales, negative product target market and complaints* for the ISIN(S) you have provided, where Rathbones has distributed within the given date range.** 
 *Based on the PIMFA / IA template
**The maximum reporting period is two years, excluding data from the current month


At Rathbones, protecting your personal information is very important to us and we ensure your personal data is kept confidential and held securely. For more information about how we use your personal data, please visit