Complaints policy template 2026

1. Click ‘Get Form’ to open the complaints policy template in the editor.
2. Begin by entering your bank's name in the designated field at the top of the document. This personalizes the policy and ensures clarity for all users.
3. In the section regarding complaint handling, specify the name of your Compliance Officer. This is crucial for directing complaints appropriately.
4. Fill out Appendix A by documenting each consumer complaint. Include fields such as 'Date received', 'Customer name', and 'Description of complaint' to maintain a comprehensive record.
5. Ensure that you indicate how the resolution was communicated to the consumer by checking the appropriate box (Letter, Verbal, Email) in Appendix A.
6. Finally, review all entries for accuracy before saving or exporting your completed document. This step is vital for maintaining professionalism and compliance.

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