We are specialists in compliance

Obtain your authorisation from the FCA with us.
At IFAC, we will act as your compliance support function.
Importantly this goes well beyond just complying with FCA rules.

IFAC act as compliance consultant for IFAs. Provide reassurance via file checks, audits, reviews, enquiries and strategic guidance. We run training courses and offer financial exams, and take on regulatory returns on Connect and Reg-Data. We also offer our members the use of a dedicated compliance managements system, BAT.

Apply now

Services

We provide your company with any service you may need in order to get everything up and running in no time.

Financial Adviser Compliance

Filechecks, Audits, T&C

Business Services

Complaints, Business Development,Technical Queries

Panel

Rates and Commission club

Documentation

SR Templates, Policy Templates

Regulatory Help

FCA Application, RegData returns, Attestations, Variation of Permissions

Testimonials

Join a network full of bespoken services and happy customers
  • This is a fantastic job guys, second to none, well done.

    It's so easy now to do the commission runs, everything is within the system, very user friendly, report are easy to produce and they are rectifiable in the event of a mistake been made, this is great!, I could not ask for more, very well done.

    Thank you again for your help and support.

    — A happy customer

  • Intelliflo were awful.  I asked to speak to the CEO and was told he doesn’t correspond with clients.  Great stuff.  BAT provides instant reply and guys real happy to talk.

    — Charlie

  • We used to use Intelliflo - incredibly frustrating, very unfriendly  and expensive.  We want a simple system with everything pretty much in one place in which we could bespoke input fields to suit our business, something that we couldn’t get with previous systems. 

    — IFA

  • 50% of respondents in a user-member survey said “BAT system is “easy and straightforward to use”

    — member update

  • Bat makes everything make sense from client databases to T&C

    — BAT - IFAC member-user

  1. A happy customer
  2. Charlie
  3. IFA
  4. member update
  5. BAT - IFAC member-user






You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit our website.
We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

Contact us

Any query? Don't hesitate and write us an e-mail or give us a phone call. We will be glad to assist you.

Colgate Farm, Ham Rd,
Charlton Kings,
Cheltenham GL54 4EZ,
United Kingdom
01242 80 70 10