Plan full comparison

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Starter Plus Enterprise
(available via BAT direct only)
BAT software
Client Management System
Business Log
Turnover log
Commissions report
Financial exams and CPD
Custom Factfind builder
Letter Builder
Task management system
Document library
GDPR Suite (+£10pm)
Auto Suitability reports writer
Panel for protection
Solution Builder (add £15pm)
       
Telephone support service - INSTANT REPLY
Research tools:
Defaqto (add £50pm)
Twenty7Tec (add £25pm)
FCA return reports Gabriel all sorted and completed on your behalf.
FCA return reports Chrysalis all sorted and completed on your behalf.
FCA return reports Connect system all sorted and completed on your behalf.
Complaint handling - including opinion and basic report writing, up to FOS referral.
T&C per employee Financial Exam system no charge
Full FCA authorisation achieved for firm including permission changes
Finance Director support ICAAP, ILA, Pillar 3 statements
Risk statements for PLC annual reports.
Deep Dive - Onsite Compliance Audits with resulting report and certificate
T&C per employee - 121's
T&C per employee - role plays
T&C per employee accompanied visits
T&C per employee training
File checks 20% post sale
Mergers and Acquisitions
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