The Association of Mortgage Intermediaries (AMI) has published a practical guide for small firms to introduce Management Information (MI) into their businesses ahead of March’s treating customers fairly (TCF) deadline.

Four practical documents to help smaller businesses comply with TCF requirements have been developed, including a methodology of how to consider a firm's existing and required MI, how to analyse and relate it to the FSA's six consumer outcomes, and a matrix of example data for firms to consider.

Two 'pen portraits' which represent examples of two hypothetical firms' real life interpretation of the FSA MI requirements are also available.

Richard Farr, director of the AMI, said: "We are very pleased the FSA has engaged and supported our working party and it of course has been given the opportunity to review the material in draft, point out areas of strength and commented on any omissions. This is extremely helpful and beneficial to our work and ultimately to our members."