Technical
Manuals > The simple, no-nonsense guide to getting
it right, all on one CD!
- General compliance procedures so that everyone
in the firm is aware of the key issues
- Help for firms to satisfy the
requirements of their Institute's DPB license
- Guidance on referring
clients to an IFA
- Help for firms acting as trustee, executor or Power
of Attorney for clients
- Guidance on handling corporate finance work
The manual includes standard letters, forms and memoranda covering
all aspects of the relationship with the IFA and the client.
Costs The price of the manual is £125 (£95*) plus VAT.
Updates will be automatically be sent to you. These are covered by an annual subscription
(starting on 1 July following purchase) of £50 (£45*).
*
Special discounted price to members.
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