Business Support

Making the most of our relationship

As your key contacts, the business support team manage your initial and ongoing relationship with Compliance First and our key areas of service.

Operations installation

Operations installation

From providing access to the Client website and setting up agencies, to helping you gain Professional Indemnity Cover and organising your compliance installation visit, the business support team make sure your move to Compliance First is as smooth as possible.

Make the most of our relationship

Make the most of our relationship

Our business support team are dedicated to helping you maximise our relationship. Whether that’s by making you aware of the breadth of our regulatory support and technology solutions, or by proactively identifying growth propositions which could be of benefit to your business.

Development support

Development support

If you sign up to our Training Competence & Certification Service, the business support team will manage the delivery of the service. The team will also let you know the dates and locations of our development events, to ensure you and your staff are gaining structured CPD for your records.

Testimonials

Our best decision in financial services (25 years) was to move to Compliance First.

Assistance with direct authorisation was of great value. In our first 12 months, we had two service calls and both were more productive than the old style network meetings. We received fantastic support on our first Gabriel report, so much so that we were able to complete the second on our own.

During any calls to Compliance First, we are left with the impression that they are genuinely there to help. Having traded for 12 months directly authorised, we have saved in excess of £8,000 when compared to the costs of a network, going LTD also saved in excess of £5,000. What’s not to like?

Richard Brodie
Active Asset Management (Scotland) LTD

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