The Operational Guidelines Checklist will serve as an essential tool that will enable Participants to self-attest against key criteria identified within the Operational Guidelines. Participants can answer specific questions to demonstrate conformance to the Operational…
Document Format: Microsoft Excel
DownloadThe Operational Guidelines include this template that ASPSPs using the OBIE Standard might find useful in preparing their information for publication and reporting to the FCA (or other CA) from September 2019.
Document Format: Microsoft Excel
DownloadThis version of the Customer Experience Guidelines aligns to the updated v3.1.2 API technical specifications. In addition, it includes updated guidelines for SCA exemptions and corporate accounts in customer journeys and also provides detailed information…
Document Format: PDF
DownloadThe Customer Experience Checklist will serve as an essential tool that will enable Participants to self-attest against key criteria identified within the Customer Experience Guidelines. Participants can answer specific questions to demonstrate conformance to the…
Document Format: Microsoft Excel
DownloadIn response to requests by ASPSPs, who are preparing their application for an exemption from the contingency mechanism, OBIE and UKFinance have worked together and published example answers for the FCA forms that deal with this…
Document Format: PDF
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