The CRM Code in one paragraph

The CRM Code was a voluntary industry agreement launched by UK Finance under the oversight of the Lending Standards Board, requiring signatory banks to reimburse APP fraud victims unless an explicit exception applied. It was the precursor to the statutory PSR scheme. Crucially: it was voluntary (not all banks signed up), it had broader and more subjective exception grounds than PSR, and FOS treated bank compliance with the Code as just one factor in the “fair and reasonable” test. For transfers made before 7 October 2024, the CRM Code is the framework. For transfers from that date forward, the statutory PSR Mandatory Reimbursement Scheme applies.

Which banks signed the CRM Code

The CRM Code was joined by major UK banking groups including:

If your bank wasn’t a signatory, the route to refund is via FOS’s broader fairness test, citing the FCA Principles for Businesses, FCA Consumer Duty (where applicable), and any relevant Banking Standards Board guidance.

What the CRM Code required

Signatory banks committed to:

The exception grounds (where banks tried to refuse)

The CRM Code allowed banks to refuse reimbursement on these grounds:

How “requisite level of care” differs from “gross negligence”

This is the central legal difference between CRM and the new PSR scheme:

Practical effect: a 2023 romance scam claim that was refused under CRM might still be accepted today on the same facts under PSR. CRM-era claims that are still in dispute should be escalated to FOS — FOS’s reasoning has shifted with the regulatory landscape and even pre-Oct-2024 cases are now decided against a backdrop of the statutory standard.

The 8-week and 6-month deadlines

Like all UK financial complaints:

Use the PSR Claim Wizard (framed for CRM cases too)

Use our PSR Claim Wizard → — even though the name references PSR, the wizard’s output is configurable for CRM Code cases too. Set the transaction date and the wizard frames the claim under whichever scheme applies. CRM-era cases are still actively decided by FOS using current standards.

Common bank refusal patterns under CRM (and how FOS responds)

“You didn’t take requisite care — you should have done more checks.”

The most common refusal. FOS’s position: requisite care is judged in context. Sophisticated scams (especially impersonation, romance, investment) often don’t support “you should have done more” refusals. Push back citing FOS decision database evidence.

“The bank gave you an effective warning.”

FOS evaluates the warning case-by-case. Generic in-app warnings (“Confirm Payee” banners, “Is this a payment to someone you know?”) generally don’t pass the “effective” test — they have to specifically and clearly relate to the type of scam at hand.

“We’re not a CRM signatory so the Code doesn’t apply.”

Even non-signatory banks are bound by FCA Principles for Businesses (PRIN), particularly the obligation to treat customers fairly. FOS can apply broader fairness tests to non-signatory cases.

“The transaction was before [date of bank’s signing].”

Banks joined the CRM at different times. If your transaction predates your bank’s signature, the Code technically doesn’t apply. But FOS can still apply general fairness principles.

If the bank refuses your CRM-era claim

  1. Get the refusal in writing. Request a formal final response letter citing the specific exception ground.
  2. Escalate to FOS. Free, binding on the bank, regularly orders refunds the bank refused. See our FOS complaint guide.
  3. Pair with chargeback or Section 75 if applicable: if any part of the transaction went via credit or debit card before the bank-transfer leg, parallel routes apply.
  4. If FOS rules against you and the loss is substantial: consider SRA-regulated civil litigation. CRM-era cases over £25,000 are sometimes pursued in the Small Claims Track or Fast Track.

What FOS typically awards on CRM cases

Common scenarios

Romance scam 2022 — bank refused on “requisite care” grounds

Strong FOS case. Romance scams are a classic FOS-overturns-CRM-refusal scenario. Emotional manipulation, sophisticated grooming, and the absence of specific bank warnings about romance fraud at the time of payment frequently lead to FOS ordering refunds.

Investment scam 2023 with fake FCA-regulated firm — bank refused

FCA Warning List entry is decisive evidence. The bank facilitated payment to a confirmed unauthorised firm. FOS regularly orders refunds in these cases.

Tech support scam 2021 — small bank, not a CRM signatory

Even without CRM, FCA PRIN applies. FOS evaluates the bank’s conduct broadly, including whether their fraud-detection systems should have flagged unusual outgoing payments.

Pre-Oct 2024 case still in active dispute today

The current FOS standard reflects the new statutory landscape. Pre-Oct-2024 claims being decided in 2025 or later have meaningfully better prospects than they did at the time of the original refusal.

Open the PSR Claim Wizard →