Description
All IFA firms (large and small) need to ensure they are compliant with the new Senior Managers and Certification Regime (SM&CR) on an ongoing basis.
Tracking and managing SM&CR is key so Mint Blue Consulting and Model Office have produced a tailored project plan and guides pack to help you manage your ongoing and annual tasks.
Available at just £109.00 + VAT this downloadable pack contains:
- A SM&CR Project plan template to help you to track and record your key tasks all year round
- A Mapping spreadsheet to record and track your SM&CR and Certified Function role changes
- Enhanced, Core and Limited Scope guides and webinars
- 4x Unwrapped reports
- SM&CR detailed slide pack covering all the key points and considerations
SM&CR IFA Firms Ongoing Pack
£109.00
Description
All IFA firms (large and small) need to ensure they are compliant with the new Senior Managers and Certification Regime (SM&CR) on an ongoing basis.
Tracking and managing SM&CR is key so Mint Blue Consulting and Model Office have produced a tailored project plan and guides pack to help you manage your ongoing and annual tasks.
Available at just £109.00 + VAT this downloadable pack contains:
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SM&CR IFA Firms Combined Pack
£149.00 Add to basket