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Plans

Each client has different requirements and therefore we have “tiered” our services. Pplease note the lists provided are not exhaustive and we can provide solutions to every requirement.

Ultimate

  • Compliance Audit
  • Compliance Manual
  • Compliance Monitoring Plan
  • Compliance Procedures & supporting Documentation
  • File Reviews
  • Financial Promotion approvals
  • Recruitment Procedures and supporting templates
  • Support for Retail Mediation and Activities Return and Gabriel Reporting
  • Technical Support & Help Desk
  • Training, Competence and Certification Service
  • TCF Gap analysis
  • Website Review

Prestige

  • Compliance Manual
  • Compliance Monitoring Plan
  • Compliance Procedures & supporting Documentation
  • File Reviews
  • Recruitment Procedures and supporting templates
  • Support for Retail Mediation and Activities Return and Gabriel Reporting
  • Training & Competence Programme
  • Technical Support & Help Desk
  • TCF Gap analysis

Classical

  • Compliance Monitoring Plan
  • Compliance Procedures & supporting Documentation
  • Recruitment Procedures and supporting templates
  • Technical Support & Help Desk
  • TCF Gap analysis

Bespoke packages are available to suit your requirements and our ‘Additional Services’ can be included as you need.

 

Archangel
Software

Prices start at £87+VAT a month plus a one-off setup fee

Take advantage of Archangel Software – The complete case and policy management software for PMI brokers from just £87 + VAT per month + one-off setup fee.

Speak to our dedicated team

Contact Us