service levels

The majority of our core features are available across all levels of service, but the level of assistance provided will generally increase as you progress from the Central to the Advanced Service.

Central Service
Designed for the smaller, low risk IFA. This level of service will provide you with core requirements including documentation, manuals and telephone support.

Intermediate Service
This provides an additional level of compliance assistance by incorporating two days per annum on site compliance visits and reviews, together with proactive assistance in developing, implementing and maintaining your systems and controls.

Most firms currently familiar with the benefits of a regular compliance audit and more hands on assistance will view this as an ideal solution.

Advanced Service
This is a fully outsourced compliance service permitting threesixty to provide frequent and ongoing reviews of your business risks, incorporating regular compliance file assessments incorporating 10% of business written.
This solution is most often adopted by firms with a higher turnover and advisers who require monitoring on a regular basis. This service will allow you to grow your business with security that you are also minimising your risks.

All of our services may be tailored to meet your firm specific requirements.