24th October 2018

Initial Meeting

Initial Meeting

This is where our business relationship starts. This is your opportunity to find out what CATS is all about. You will meet initially with the Directors and should you decide to join us you will then be introduced at a later date to your lead consultant.

Below sets out the process on how we like to work with firms: –


This is a frank and open discussion which can be face to face, via telephone or via video conference call, depending on the location of the firm, to find out exactly what it is you think you need regarding the firm’s compliance issues.


A health check is conducted on your company to help identify any shortfalls in compliance which need addressing. This health check is conducted by two consultants, one of which would be the lead consultant for you if you decide to work with us going forward. You will be provided with both verbal and written feedback following the audit. The audit is chargeable, but you will be in a position of knowledge as to where any shortfalls lie, and this can assist with PI applications. Following the audit, we will provide a proposal to you setting out where we believe we can help and make a difference to your organisation.


If you like what you see, and we decide to work together, we will provide you with a contract for services. We will then agree the strategy for the rest of the year, addressing any action points following the audit and schedule in dates for visits.


On an annual basis, we will discuss with you whether the service still meets your requirements and whether any changes need to be made.

If this sounds like a service that meets your requirements, then please give our offices a call or send us an email via our contact page and we will get back to you within 24 hours.