SERVICES

COST

Monthly Fee

£195

No of onsite Compliance Days per year

1

Suitability Letter (Taxbriefs)

First licence free, extras £20 + VAT per month

Exchange Licences

£12.60 + VAT per month

MBL / Trigold Licences

First licence free, extras Tri Gold £15 + VAT/ MBL £10 +VAT per month

Back Office Software Licences

Dashboard Lite £15 + VAT or Key £25 + VAT per month

CII Financial Assess Licences

£100 + VAT per year each

Provision of Compliance Manual & T & C Plan

Included in package

Regulatory Bulletins

Included in package

Access to Compliance Helpdesk

Included in package

Access to Technical Helpdesk

Included in package

Stationery Review and Guidance

Included in package

IDD Review and Guidance

Included in package

Terms of Business review and guidance

Included in package

RMAR Assistance

Included in package

Advert Guidance and Feedback

Included in package

Website Review and Report

Included in package

Extra File Review / T & C Days

£500 + VAT per day

Extra Audit Days

£1,000 + VAT per day