Start Up	FSA authorisation Compliance Training & Competence	• Help through the direct authorisation process • Guidance with jargon • Making bespoke Compliance Handbook • Making bespoke schemes fit your business
Business Development	Mortgage Filtering/Sourcing Tools Investment Research Quote Engines Investment Club (Including M & GI) Protection Club (M & GI Club) Help with recruiting new staff	• Updated Trigold • Mortgage Brain • Aequos • Synaptics • Webline • Enhanced Rates • Obtaining commission uplifts through the B-A association • Enhanced rates • Adverts in Pinks • Assistance from Regional Sales Manager
Regulatory Services	Annual Compliance Review, Case Review FSA Pre-Visit	• Business Health Check • Help ensuring that best advice is given & risk rating of cases • Bespoke reviews, to provide assurance and support.
Training & Competence	Assessment Centres for T&C Purposes	• Help with recruitment & T&D • Supervisor Training