Products and Services Covered

• Investments, Pensions, Protection
• Mortgages
• General Insurance
  
  
• Compliance Visits
  Including...
  • New Business Inspection


• Regulatory Updates Interpretation


• "On Call" Service for Case Discussion


• "Sample" Suitability letter wording


• Complaints Assistance


• Draft Compliance Plan


• Draft Compliance Manual


• Draft T & C Scheme


• T & C Supervision
  Including...
  • Training needs analysis
  • KPI Reporting
  • CPD Monitoring
  • Development Action Plan


• 1:1 or Group training