Client Services

Platinum

Monthly visits which include:-

- File Checks with written and verbal feedback

- Quarterly KPI data collated and presented

- Checking of CPD files

- Monitoring against the adviser training programme

- Draft annual reports

- SYSC meeting (optional)

- Newsletter

- Access to checklists via the website

- Constant Email and telephone support

Executive

Quarterly visits which include:-

- File checks with written and verbal feedback

- Quarterly KPI data collated and presented

- Newsletter

- Access to checklists via the website

- Constant Email and telephone support

Standard

- Newsletter

- Access to checklists vis the website

- Constant Email and telephone support

If you are interested in CATS assisting you in meeting your regulatory requirements, please do not hesitate to contact us for a quote.