Apex · Suitability & Outcomes

Score the file. Defend the outcome.

APEX · Score

Suitability index

94Consumer Duty
Fair value
Pass
Vulnerable
Review
Outcomes
Pass
Strong outcome
Outcomes

Consumer Duty radar

Apex actions

Recommended next steps

  • Sign off and file evidence pack
  • Schedule 12-month review
Apex correlates suitability evidence with Consumer Duty outcomes — surfacing where price & value, understanding or vulnerability needs documenting before sign-off. Sign in to see the full MI Suite with adviser league tables, product performance and firm-wide trends.