Compliance Monitoring

Optima Vehicle Leasing is committed to effective compliance monitoring across our car and van leasing services throughout the UK.

This page outlines how we maintain regulatory standards, uphold best practice, and deliver high-quality outcomes for all customers.

Compliance Monitoring Plan

Optima Vehicle Leasing is committed to maintaining effective compliance monitoring across all car and van leasing services throughout the UK.

As an FCA-regulated firm, Fourteen Automotive Ltd trading as Optima Vehicle Leasing must adhere to the FCA’s Principles for Businesses and maintain documented procedures to ensure regulatory compliance.

This Compliance Monitoring Plan outlines the systems, controls, and governance procedures followed within the business to ensure ongoing adherence to FCA rules and regulatory standards.

Failure to comply with regulatory obligations is treated seriously and corrective action will be taken where required.

Fourteen Automotive Ltd is authorised and regulated by the Financial Conduct Authority (FCA) for credit broking.

Firm Reference Number: 1039198

You can verify this on the FCA Register at www.fca.org.uk or by calling 0800 111 6768.


Principles for Business

As a regulated firm, we operate in accordance with the FCA’s Principles for Businesses, including:

Integrity – Conducting business honestly and ethically at all times.

Skill, Care and Diligence – Exercising appropriate competence in all customer interactions and processes.

Management & Control – Organising and controlling the business responsibly, with effective risk management systems.

Financial Prudence – Maintaining adequate financial resources.

Market Conduct – Observing proper standards of market behaviour.

Customers’ Interests – Paying due regard to customer interests and treating them fairly.

Clear Communications – Providing information that is clear, fair, and not misleading.

Conflicts of Interest – Managing conflicts fairly between the firm and customers.

Suitability – Ensuring products are suitable and aligned to customer needs where advice is given.

Client Asset Protection – Protecting client assets where applicable.

Regulatory Cooperation – Dealing with the FCA in an open and cooperative manner.


Governance & Approved Person Responsibilities

Optima Vehicle Leasing operates as a sole-director firm.

The Sole Director is responsible for:

  • Regulatory compliance

  • Systems and controls

  • Financial promotion approval

  • Suitability oversight

  • Complaints handling

  • FCA reporting

Where a role requires FCA approval as a controlled function, the appropriate FCA application process is followed before the individual commences the role.

Before any individual performs a controlled function, the firm ensures:

  • Appropriate regulatory application forms are completed

  • Employment history and references are obtained

  • Relevant qualifications are verified

  • Fitness and propriety checks are conducted

The firm notifies the FCA of any material changes relating to approved persons.


Recruitment & Training

We ensure that anyone acting on behalf of the firm has the appropriate skills, knowledge, and experience to perform their role competently.

Training includes:

  • FCA regulatory framework

  • Consumer Duty

  • Suitability and affordability

  • Financial promotions rules

  • Vulnerable customer awareness

  • Data protection and financial crime

Competence is reviewed periodically to ensure continued compliance.


Financial Promotions

All financial promotions must comply with FCA rules and Consumer Duty requirements.

This includes all forms of advertising and marketing, such as:

  • Website content

  • Social media

  • Email campaigns

  • Digital advertising

  • Printed materials

Financial promotions must:

  • Be clear, fair, and not misleading

  • Clearly state that we are a broker and not a lender

  • Present balanced information

  • Use plain and understandable language

  • Avoid omission of material information

  • Be appropriate for the intended audience

All promotions are reviewed prior to publication and recorded in an internal approval register. Records are retained for a minimum of six years.


Sales Process & Customer Information

When communicating with customers, we ensure information is presented clearly and transparently.

Key information explained includes:

  • Initial and monthly payments

  • Confirmation that the vehicle is supplied under a hire agreement

  • Contract duration

  • Mileage limits and excess mileage charges

  • Early termination charges

  • Fair wear and tear standards

  • Any additional applicable fees

Customers are provided with:

  • An Initial Disclosure Document

  • Fee disclosure (£195 including VAT)

  • Commission disclosure

  • Proposal forms where applicable

  • Order documentation

  • Pre-contract credit information

All signed documentation is securely stored within our Customer Relationship Management system.

Sales records are retained in accordance with regulatory requirements.


Customer Vulnerability

We recognise that some customers may experience vulnerability due to health, life events, resilience, or capability factors.

Our procedures ensure:

  • Fair and appropriate treatment

  • Individual consideration of circumstances

  • Adjusted communication where required

  • Additional time for decision-making where appropriate

Vulnerable cases are monitored to ensure outcomes remain fair and consistent.


Commission Disclosure

We disclose that we earn commission from lenders for arranging finance.

Commission may be:

  • A fixed amount per agreement; or

  • Variable depending on the lender’s remuneration structure.

If requested, we will disclose the exact commission amount payable in relation to a customer’s agreement before it is entered into.


Cancellations

Customers entering regulated finance agreements generally have a statutory 14-day right of withdrawal from the finance agreement, subject to lender terms.

Separate vehicle order cancellation terms may apply.

Cancellation requests are handled promptly and recorded appropriately.


Complaints Handling Procedure

We aim to provide high service standards and resolve complaints quickly and fairly.

If you wish to raise a complaint, please contact:

📧 [email protected]
📞 01372 642349
📍 The Long Barn, Cobham Park Road, Cobham, Surrey, KT11 3NE

Please provide:

  • Your full name and contact details

  • Details of your complaint

  • Relevant agreement information

  • Any supporting documentation

We will investigate and provide a final written response within eight weeks.

If you are dissatisfied with our final response, you may refer the matter to the Financial Ombudsman Service within six months.


Financial Crime

Although we do not lend directly, we maintain systems and procedures designed to mitigate financial crime risks.

Suspicious activity is documented and reviewed appropriately.

Identity verification may be undertaken where required.


Conflicts of Interest

We maintain procedures to identify and manage conflicts of interest.

Any potential conflict is recorded and controlled to ensure it does not adversely impact customer outcomes.

Commission structures are monitored to prevent bias in product recommendations.


Data Protection

We comply with UK GDPR and the Data Protection Act 2018.

Personal data is:

  • Processed lawfully and fairly

  • Collected for legitimate business purposes

  • Kept accurate and secure

  • Retained only as long as necessary

Electronic systems are password-protected and secure. Physical records are stored securely.

Customers have the right to request access to their personal data, subject to identity verification.


FCA Reporting & Regulatory Cooperation

As a regulated firm, we submit required regulatory returns to the FCA within prescribed deadlines.

We engage with the FCA in an open and cooperative manner and notify the regulator promptly of any material matters.

Any breach or compliance concern is investigated, documented, and addressed with corrective action where necessary.