CCL
SPI or API
IFAs use IFAC to sponsor their FCA licence
Licence to trade in Mortgages
Systems and controls audit FCA style
FCA Reg-data returns
Get authorised
Anti Money Laundering
Risk and Practice Management Software
Financial exam suite for staff
Holidays and HR Software
Reg Tech solution
Make your firm compliant.
We can sell your business as broker
PTOO facility - approved by PI insurers
PI sourced and introduced
Experienced file checkers
FCA licence support
IFAC help firms get their Fund research sorted. This might be thorugh our discounted rates with Defaqto, Synaptic or by bespoke research carried out on consultancy by Ken Baksh, our fund manager in residence.
& Private Wealth Managers
locum membership
Panel for commission rates for term assurance
Check our file - free