We offer many ways for you to engage with our services and support starting from as little as £75 + vat per month for our ‘Foundation Lite Support’ service to our fully bespoke support, should you be looking for something a little more hands on.
FOUNDATION LITE SUPPORT
- Monthly Newsletters
- CPD Day Invitations
- Financial Promotion Reviews
- Access to our Template & Document suite
- Access to our exclusive Training Zone on the CATS HUB which includes: –
- – Annual Knowledge tests
- – Presentations with tests for subjects including AML, Complaint Handing, Data protection and much more
- – Webinars
- £75 Per month + vat
*Charges apply
FOUNDATION SUPPORT
Everything in ‘Foundation Lite Support’
plus the following: –
plus the following: –
- Helpdesk Support via Phone & Email
- Ad Hoc File Reviews*
- £110 Per month + vat
*Charges apply
BESPOKE
SUPPORT
SUPPORT
Everything in ‘Foundation Support’
plus the following: –
plus the following: –
- Monthly, Quarterly, Annual visits/days.
- Annual Audits
- Complaints Handling
- Regular File Reviews
- GABRIEL returns assistance
- Skills Training
- Supervision of trainees
- Adviser one to one’s
- T&C including KPI data
- Dedicated consultant
- Succession Planning
- SMCR Support
- Assistance with recruitment & induction for new team members
- Connect applications assistance such as: –
- – Variation of Permissions
- – Change of control
- – The Directory of Financial Service Workers