BAT Software can deal with file checks & reviews...
www.cherryplc.co.uk
Find out more
Why does my business need Files to be checked?

File checking is a requirement by the FCA to establish compliance, advice suitability and forms part of an adviser's competency assessment. For a non-competent adviser (non CAS status) 100% file checking should be carried out. Once competent this can be reduced, but you should ideally be having a minimum of 10% file checks.

BAT Software can deal with file checks & reviews...
Play 30-DAY TRIAL

WWW.BATSOFTWARE.CO.UK
Marketing communication by Bat Software
DISCLAIMER - Please note that cherry never recommends the products or services of other companies and in making contact with, or accepting contact, products, services or advice from any individual, company or adviser, you agree, without exception, that no legal responsibility in respect of resultant damages, incurred by you or by others, rests in any way with cherry.

cherry and cherryFind are trading names of “cherry”.  Registered Office: The Stables, Little Coldharbour Farm, Tong Lane, Lamberhurst, Tunbridge Wells, Kent TN3 8AD.  Registered in England and Wales.  Company Registration Number: 05624666.  VAT Number: 874593966.

Online email  |  Forward  |  Unsubscribe  |  Adviser Forum  |  Provider Forum  |  Adviser Directory