Add-On Product Compliance Checklist
Covers customer consent, transparent pricing, approved product list, terms and conditions, warranty impact, and mis-selling prevention.
Sample Audit Programs
For the complete checklist, and scoring criteria download the file
1. Is written customer consent obtained for every add-on product before it is added to the finance agreement, invoice, or delivery specification?
2. Is each add-on product presented and explained to the customer as a separate, optional item — with the total purchase not conditional on accepting any add-on product?
3. Is the pricing of each add-on product disclosed separately and transparently, with no cost bundled into the vehicle price or finance payment without the customer's specific knowledge and agreement?
4. Is an approved product list in place for add-on products, confirming that only products meeting the dealership's quality, compliance, and disclosure standards are offered?
5. Are the terms and conditions for each add-on product provided to the customer in writing before they sign, with sufficient time allowed for review?
6. Is the warranty or coverage impact of add-on products on the vehicle's manufacturer warranty communicated honestly to the customer, particularly for products that may void warranty if installed incorrectly?
7. Are add-on product sales recorded with a complete paper trail — signed customer consent, product terms provided, activation confirmation — retained in the deal file?
8. Is a mis-selling prevention review conducted on add-on product sales, checking for patterns such as unusually high penetration, products sold to ineligible customers, or consent documents missing?
9. Are staff involved in add-on product sales trained on the compliance requirements applicable to each product type (FCA regulation, consumer protection law, warranty disclosure)?
10. Is a complaints register maintained for add-on product complaints, with each complaint reviewed for whether it indicates a systemic process or product issue?
Customizable Audit Programs to Suit Your Business Needs
Nuestro sistema flexible le permite crear listas de preguntas personalizadas, agruparlas en programas significativos y garantizar el cumplimiento en varios departamentos. Vea una vista previa de los programas de muestra y las listas de preguntas para comprender cómo puede mejorar su proceso de auditoría con facilidad.