Per Month
£169
Complete Compliance Control
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.
Online Invoicing Set Up
RegData Annual Reporting
Senior Managers Regime Check
Annual Firm Details Check
Social Media Monitoring
Quarterly Website Checks
Financial Promotions Checking and Sign-Off
Unlimited Compliance Advice
Financial Promotions Guide
Unlimited Minor Changes
Regulatory Business Plan Creation/Check
Full Compliance Procedure
Financial Crime Documentation
Compliance Monitoring Programme
Statement of Responsibilities Creation
Responsibilities Map
Demands & Needs Documents
Organisational Structure
Initial Disclosure Documents
Compliance Auditing
Staff Compliance Training
Access to our Bespoke Compliance Monitoring System Klassify
Klassify - Invoicing
Klassify - CPD - Training
Klassify - D/Licence Verification
Klassify - DVLA Verification
Consumer Duty - Bespoke Training Course for Consumer Duty
Vulnerable Customers Consumer Duty Decisioning