We offer many ways for you to engage with our services and support starting from as little as £125 + vat per month for our ‘Foundation Support’ to our fully bespoke support, should you be looking for something a little more hands on.
FOUNDATION SUPPORT
- Monthly Newsletters
- CPD day Invitations
- Financial Promotion Reviews
- Access to our Template & Document suite
- Webinars
- Helpdesk Support via Dedicated Phone & Email
- Ad Hoc File Reviews*
- Access to our exclusive Training Zone on the CATS HUB which includes:-
- – Annual Knowledge Tests
- – Presentation with tests for subjects including AML, Complaint Handling, Data protection and much more
- £110 Per month + vat
*Charges apply
BESPOKE SUPPORT
Everything in ‘Foundation Support’
plus the following: –
plus the following: –
- Monthly, Quarterly, Annual visits/days.
- Annual Audits
- Complaints Handling
- Regular File Reviews
- REGDATA 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 application assistance such as: –
- – Variation of Permissions
- – Change of control
- – The Directory of Financial Service Workers