Undertakings

Category: Compliance & AML · Reviewed by Amy Price, Account Executive · Last reviewed June 2026

A voluntary commitment by a firm or individual to take (or not take) specified action — used by the FCA as an alternative to formal enforcement where remediation can be agreed without statutory action, and (under the Enterprise Act 2002 / DMCC Act 2024) as a tool of consumer protection enforcement.

Definition

An undertaking, in the FCA context, is a voluntary binding commitment to take, or refrain from, particular action — accepted by the FCA as an appropriate response in lieu of (or alongside) formal regulatory action. Undertakings can take many forms — voluntary requirements (VREQs), voluntary closure undertakings, attestations from senior managers, written commitments to remediation programmes.

Legal / Regulatory basis

FCA Handbook, SUP 7. FCA Handbook, DEPP 6.5C (settlement procedures). The Competition and Markets Authority and other consumer-protection regulators have parallel undertaking powers under the Enterprise Act 2002 and the Digital Markets, Competition and Consumers Act 2024.

How it works in practice

A VREQ (Voluntary Requirement) is recorded against a firm’s Part 4A Permission. The firm has agreed to it; it has legal force. A senior manager attestation is a written confirmation by a specific SMF holder that a specified state of affairs is true (e.g. that remediation is complete). Voluntary closure of a product line, voluntary suspension of new business, and similar commitments may also be recorded as undertakings.

Common variations

VREQ vs OIREQ — voluntary versus imposed; the same legal effect on the permission but different supervisory significance. Public-form attestations are sometimes published as part of a Final Notice or Decision Notice; private-form attestations are not always published.

Example

A firm under FCA scrutiny on Consumer Duty implementation may agree a VREQ to engage a skilled person, submit a remediation plan, and provide a senior manager attestation on completion. Once executed, the VREQ becomes part of the firm’s permission and remains until lifted.

See also

References

FCA Handbook, SUP 7 and DEPP 6.5C. Enterprise Act 2002. Digital Markets, Competition and Consumers Act 2024.

Last reviewed

By Matt Bartlett, Director, on 2026-06-11.

This entry is part of the Apex Insurance Wiki. Last reviewed by Matt Bartlett on 2026-06-11. Apex Insurance Brokers Limited, FCA FRN 724952, Companies House 07014570. Not regulated advice — consult your broker on your specific position.

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