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Don't let increasing regulation stop your business developing If you are also looking for regulatory support this can be obtained through our experienced dual offerings, Mortgage Professional and Insurance Professional.
As part of the Tenet Group, Mortgage Professional and Insurance Professional have nearly 20 years experience helping advisers develop profitable business within a commercially focused regulatory environment. Click on the links below for further information:
As soon as you join Mortgage Professional or Insurance Professional we will help you get started with our Set-up Visit:
Annual audits and business development visits Our annual audits are conducted by very technical professionals who ensure everything you are doing is fully compliant and will highlight any changes needed. We’ll also demonstrate our business development support in line with your business plans and future objectives. If you require more than one annual visit you can request further visits as part of our Additional Service options. Compliance Helpdesk support via e-mail, phone or fax You will have immediate access to our helpdesk when you join us, which includes guidance on all regulatory aspects including assistance with financial promotions, information on regulatory change, regular briefing notes and newsletters. Comprehensive Training & Competence Scheme Our comprehensive Training & Competence Scheme is a practical guide to the Regulator’s requirements resulting in better qualified, more professional advisers making a greater contribution to your business. We will help you install a suitable T&C scheme and then assist in making sure you develop your staff to their full potential. Specific training courses and workshops are also available to clients on a regular basis. You will also receive:
Our private client extranet provides instant, up to date regulatory and business development support including:
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