Members Only 

Below are the links to the member-only document folders. You will be asked to enter your password when selecting document links.

A range of commercial product-specific template demands & needs statements which can be customised to individual needs
A range of personal-lines product-specific template demands & needs statements which can be customised to individual needs
A range of TOBAs and product-specific IDDs
New business scripts, checklists and draft documents
Renewal checklists and draft documents
Complaints Procedural documentation and draft letters
T&C Scheme documents and forms
A range of registers and procedural templates
Compliance Manual, Disaster Recovery Plan, Compliance Monitoring Plan etc.
Procedural templates and information on the rules for handling client money
Checklist to establish the status of business introducers and a range of draft agreements
dCL Powerpoint presentations to assist with staff training
dart Compliance Newsletters Archive