- FREE Newsletter
- FSA Application Support
- Compliance Packages
- Buy Manuals / Documents
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- Anti-Money Laundering
- Claims Handling Firms Only
- Complaints Handling
- Data Protection
- Equity Release
- Financial Promotions
- FSA Principles of Business
- General Rules
- Mortgage Advice Process
- Non-Investment Insurance Advice Process
- Sale and Rent Back
- Training & Competence
- Treating Customers Fairly
Essential
£95.00 p/m + VAT
Our four unique packages - Essential, Enterprise, Exclusive and Elite are specifically designed for firms who carry out Home Finance, General Insurance and Sale & Rent Back Activities. If these do not suit your requirements please refer to our Individual Services Section or Claims Handling Only Section. Alternatively, please contact us directly on 01254 675 674.
This package is aptly named as it contains all of the most essential compliance functions for your business. With complete access to our prestigious website, backed up with a compliance support helpdesk you will find answers and information to help all your needs. We will keep you updated with changes to regulation, provide guidance checks for your financial promotions and supply you with updated manuals and registers.
Package Includes:
- Expansive range of Compliance Manuals / Procedures
- Compliance Registers
- Access to a constantly updated website
- Financial promotions checks and guidance
- Stationery Templates / IDD Review
- Newsletters (including Regulatory Updates, Treating Customers Fairly Guidance and Monthly Newsletters)
- E-mail support function
- Support from dedicated: Regulatory Compliance Consultant
