Feeling tied up with unnecessary bureaucracy?
If you are an adviser within a network, we will guide you through setting up for Direct Regulation;
- Help you with company formation
- Manage your FSA Application
- Set up agencies with many of the Product Providers
- Help you put together your business plan
- Provide procedures and control plans essential to running a Directly Authorised firm
- Spend a day with you, on site, implementing the required systems and controls
- Organise Professional Indemnity Insurance, subject to underwriting
- Provide key business stationery and disclosure document templates
