If you have an organisation that requires all the packages and things like staff compliance training, compliance auditing and would like your customers to have an initial disclosure document at a touch of a button then this is the package for you! You and your staff will have access to our bespoke compliance portal, enabling you to give a lean customer journey, sending out demands and needs, IDD’s, with added reporting for annual returns, and complaints monitoring – and for an added cost you will have access to our learning and development suite.

Perfect if you’re the type of organisation who does a lot of finance, financial promotions and you have three or more staff, perfect for larger car dealers and Finance Brokers, now with financial promotions checking and sign off, responsibilities Map and Financial promotions template

The Marketing Package includes The Compliance Guys checking your Social Media, Marketing and websites. This could contain things like Financial Promotions and quarterly website checks to make sure you’re fully compliant, with the added value of annual reporting and unlimited compliance advice.