PRIMARY 4 and PRACTICAL 4 

On-site meetings or 1 on-site + 3 zoom sessions

'Informed, reliable support' 

Our quarterly consultation services are ideal for brokers who are able to implement their front-line compliance procedures themselves, but may not have documented their processes and ‘High Level’ policies (eg. SYSC, TCF, T&C), and include;

• Dedicated Consultant
• Initial ‘REaCH’ Status Report  
• ÜQuarterly Consultation Meetings
• ÜRemote GABRIEL assistance
• ÜAccess to Compliance Helpdesk
• ÜProcedural & Letter Templates
• Legal, H&S, HR & Employment templates from ARAG plc
• ÜHigh Level manual pro-formas
• ÜRegular Compliance Newsletter
• ÜOptional dart Training Administration

   

  PRIMARY 4 from £299* pcm inc vat 

   * £335 pcm for 1 year contract 

  discount of 10% for min 2 year contract = £299 pcm  

  PRACTICAL 4 at £225 pcm inc vat Primary 4 benefits delivered through remotely-focused support with three ZOOM e-meetings and one on-site meeting annually