Compliance and Training Solutions working in partnership with NextGen to bring you this offer

25% off of all our fees for your first year

This offer is only for clients who switch from their current Compliance Provider to CATS and those who register as a new client of CATS

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: –
  • Helpdesk Support via Phone & Email
  • Ad Hoc File Reviews*
  • £110 Per month + vat
  • *Charges apply

BESPOKE
SUPPORT
Everything in ‘Foundation Support’
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

To discuss further please email martyn@complianceandtraining.co.uk