Show me what you have done for other clients like me
This sounds like me, but I am not ready to get going just yet
This sounds like me. I would like to know a bit more about The Timebank before going ahead
Regional compliance consultancy.
Multiple IFA firm clients, from sole trader IFAs to a large regional network.
The firm has an increase in file checking as part of Consumer Duty and didn't want to employ additional staff.
- To undertake 'overspill' file checking and suitability assessments
- To provide a consistent level of support
To undertake 'overspill' file checking and suitability assessments
- we engaged with the firms back office system
- we undertook training on their file checking and suitability assessment templates and processes
- we achieved 'sign off' quickly
To provide a consistent level of support
- we provide the same amout of resource every month
- this provides consistency and continuity for the compliance firm
Ready to proceed?