Category: Press Release

Proportion

RECORD YEAR BOOSTS PROGRESS

2 December 2021  We are celebrating a year of exponential growth, as increasing numbers of advisory firms recognise the benefits of our bespoke services. Client numbers have risen by 61% from 2020 and we are on target to increase turnover …

Proportion

IFPR QUESTIONS NEED ANSWERS NOW!

23 November 2021 Financial advisers only have until the end of the week to get to grips with the Investment Firm Prudential Regime (IFPR). You must respond to the FCA’s IFPR questionnaire by November 26, which requires a rudimentary understanding …

Proportion

EVIDENCE IS KEY TO SMF SUCCESS CLAIMS B-COMPLIANT

18 June 2021  Manchester-based B-Compliant is urging financial advisory firms to fully evidence their senior management applications, before submission, to avoid clogging up the system. The financial compliance experts recommend reviewing pre-submission SMF applications, to ensure all checks have been …