FCA CCR009 Generator - Portfolio Demo

Step 1 of 3: Select Retailer

Choose the retailer entity for which you want to generate the CCR009 return.

Reporting Entity *

Step 2 of 3: Optional Questions

Answer these optional questions to provide additional context for the return. You can skip this step to proceed with generation.

Fields left blank will be left empty in the Excel template for manual completion.

Q1: Which of the following channels have individuals used to purchase your products or services on credit?

A - Online, including website and/or app

B - Email

C - Telephone

D - At your own physical premises, such as a store or dealership

E - In an individual's home or dwelling

F - Other non-trade premises

G - Lead generation activities

W - Other

Q2: Do you demonstrate the goods or service inside the individual's home?

Yes

Q3: Do you provide a quote for goods/services while inside the individual's home?

Yes

Q4: Do sales take place inside the individual's home?

Yes

Q5: Are any of your staff involved with the selling of regulated financial products?

Yes

Q6: How are your sales staff remunerated in relation to your regulated activities?

A - Regular salary

B - Salary plus commission

C - Commission only

Q7: What is the average percentage split between your sales staff salaries versus commission?

A - Salary %

B - Commission %

Total: 0%

Q8: How many FTE sales staff do you employ that can receive commission/direct remuneration in relation to your regulated activities?

Q9: What is your firm's sales staff commission model?

A - Variable commission based on value of product

B - Variable commission based on number of sales

C - Fixed commission based on value of product

D - Fixed commission based on number of sales

E - Flat fee

W - Other

Q10: Do your sales staff earn commission on the sale of goods or services?

Yes

Q11: Do your sales staff earn commission on finance agreements?

Yes

Q12: Which of the following channels does your firm use for marketing?

A - Online

B - Email

C - Telephone

D - Social media

E - Door-to-door

F - Traditional media (TV, radio, print)

G - Outdoor advertising

X - None of the above

Q13: Are you a member of a trade body or association that has a code of conduct that you are signed up to?

Yes

Step 3 of 3: Review & Generate

Review the details below and click Generate to create your CCR009 Excel file.

Reporting Summary

The template will be populated with your data and any answers provided. The reporting period is 1 January 2025 – 31 December 2025.