RDR Definitions

Definitions of RDR Specialist Areas

Advisers affected by the RDR who are unsure which specialist area they advise in, are recommended to check with their compliance department. Alternatively please find links below to the Regulator's definitions:

Securities
Derivatives
Packaged Products

These links will take you to the FCA glossary, advisers will need to scroll to the definition.

If you require further information on qualifications, gap-fill or SPSs for RDR purposes, please email rdr@cisi.org