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Compliance and back office support
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Paraplanning services from writing reports to full paraplanning research, quotes and delivery...
Complaints from FOS, IFAs, providers, etc. We handle the whole process to help you make this right.
File Checks
Minimum of 10 years industry experience to qualify, compliance-based plus some retail sales...
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On-site Audits
On-site audits plus extra days if required (due to the FCA, etc). Professionals are in charge of carrying out the whole process...
GDPR Suite
Due to European regulations it is important to keep your data up to date, with BAT you have the tool that allows you to manage this for your clients...
We have at your disposal our hourly rate fees manager, £40 per hour for clerical work, and £100 per hour for qualified staff work...
WEB: www.ifac.eu    EMAIL: thefacteam@ifac.eu    CALL: 01242 807010

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