CATS can provide the following services:-

- 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)

- Assistance with TCF

- Project work such as pension switching review, structured product reviews

- Training on Anti Money Laundering procedures, complaints handling, data protection

- Trainee adviser supervision

- Company documents such as Business Continuity Plans

- Provide annual knowledge and skills assessments to advisers

- Newsletter

- Access to checklists via the website

- Constant Email and telephone support

CATS recommend a general health check before agreeing the way forward using our Platinum, Executive or Standard proposition.