- Essential
- Enterprise
- Exclusive
- Elite
- Extras
Exclusive
£340.00 p/m + VAT
This is one of our most popular plans as it offers a significant solution to many firm’s requirements. We will visit you quarterly and assist with your RMAR and other FSA reporting. We will also help you with your ongoing TCF responsibilities by compiling relevant Management Information reports. You also get full access to our constantly updated website and all the benefits from the previous two packages.
Package Includes:
- Quarterly Compliance Visits
- RMAR Completion Assistance
- FSA Reporting including Complaints and Variation of Permissions
- Financial promotions checks and guidance
- Expansive range of Compliance Manuals / Procedures
- Compliance Registers
- Access to a constantly updated website
- Stationery Templates / IDD Review
- Newsletters (including Regulatory Updates, Treating Customers Fairly Guidance and Monthly Newsletters)
- TCF Evaluation
- GAP Analysis
- TCF Management Information Assistance and Implementation
- Systems and Controls Assessment
- E-mail support function
- Support from dedicated: Regulatory Compliance Consultant
