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.