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PRIMARY 4 service 

'Informed, reliable support'   

 

Primary4 is 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 includes;

 

  • Dedicated Consultant
  • Initial ‘REaCH’ Status Report  
  • ÜQuarterly On-Site Visits
  • 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

     

    from £269* pcm inc vat

     * £299 pcm for 1 year contract.

    Discount of 10% for min. 2 year contract = £269 pcm     

    *NEW* PRACTICAL 4 option which provides Primary 4 benefits delivered through remotely-focused support with three ZOOM e-meetings and one on-site meeting annually

    Only £225  pcm inc vat