Description
All IFA firms (large and small) need to ensure they are compliant with the new Senior Managers and Certification Regime (SM&CR).
Mint Blue Consulting and Model Office now has a combined pack to help you set up and manage your SM&CR requirements on an ongoing basis at a special price of £149.00 + VAT.
The pack contains:
- The original transition SM&CR Project Plan template and accompanying Project slides
- An ongoing SM&CR Project Plan template to track the key tasks throughout the year
- Mapping spreadsheets for both immediate and future use as your business changes
- Guides and webinars for your firm type, whether this is Enhanced, Core or Limited Scope
- 4x unwrapped reports
- Conduct Rule Breach log template
- SoR guide
- Latest SM&CR slides
SM&CR IFA Firms Combined Pack
£149.00
Description
All IFA firms (large and small) need to ensure they are compliant with the new Senior Managers and Certification Regime (SM&CR).
Mint Blue Consulting and Model Office now has a combined pack to help you set up and manage your SM&CR requirements on an ongoing basis at a special price of £149.00 + VAT.
The pack contains:
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SM&CR IFA Firms Ongoing Pack
£109.00 Add to basket