PMS compliance has been designed on a 'pay as you go' basis. We do not have 'pre-agreed non-flexible packages', you build your own bespoke package based on what you will definitely use. You choose the services you want as and when you want them...it's that simple!
A popular combination is one of a mixture of field based compliance assistance and remote file checking with additional on-line assistance**. Each firm is different in their needs/requirements but to give you an idea of the flexibility of the proposition below are some examples of what a typical bespoke package might look like:
1-2 Advisers
1 Field Based Risk Assessment Day
1 day of Remote File Checking
Access to Compliance Support Unit Help Line
Access to On Line Compliance Manual including TCF Folder and Templates
Access to training through The Knowledge Forum*
12 monthly payments of £97.82 (inclusive of VAT)
3-6 Advisers
1 Audit
1 Compliance Assistance Day
1 day of Remote File Checking
Access to Compliance Support Unit Help Line
Access to Online Compliance Manual including TCF Folder and Templates
Access to training through The Knowledge Forum*
12 monthly payments of £190.84 (inclusive of VAT)
If you would like to see an example package for 7 advisers or more, or if you have any enquiries on PMS compliance, call us on 0845 845 1388.
* some courses may be subject to additional costs
** available subject to certain terms and conditions
Note - Access to Compliance Support Unit, Compliance Manual including TCF folders and Knowledge Forum is subject to terms and conditions and assumes that the value of the services purchased exceeds £999 + VAT at outset and that the total amount is paid by direct debit over 12 months.