complianceweb_02


By working with and listening to DA firms, many of whom feel marginalised in the current market conditions over the last 12 months, we have developed a menu of compliance packages that will add value and confidence to any regulated business.

In addition, you will have access to Personal Touch Directly Authorised products and services which will allow you to use exactly what you want, when you need it with no hidden costs or fees.

The compliance packages not only give guidance, but provide recommendations and comprehensive feedback; giving assurance to any DA firm that they will meet the ever evolving requirements of the FSA.

complianceweb_08
 
First name:
Last name:
Company name:
Contact Number:
Email Address:
Package Interest:
Comments:
   
 
 

  Compliance framework
1 Field Visit
1 Sales Quality
1 Financial Promotions
1 TCF
1 Supervision
1 Toolbox training

complianceweb_09


"I recently has a Field Visit which was a risk assessment of my whole business. The review proved invaluable and I am pleased to say that my recent FSA visit wasn't a worry to me." - L.Johnson, Mortgage Matters

Top of page | Print version
Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. This website is for intermediary use only and is not intended for the general public.