Service levels
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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 Plus to the Advanced Service.
Central Plus Service
An ideal introduction to our support as this includes all our remote services plus a thorough risk assessment of business to include risk ratings for all nine core business functions and the seven key asspects of TCF. This is complemented by an Action Plan detailing solutions to identified problems.
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.
Bespoke Service
Once threesixty have a detailed knowledge of your business through the initial risk assesment we engage with firms to design a bespoke service that may include implementation days to assist with Action Plan, Practice development consultancy and file reviews. |
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 fimrs 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.
Our Business Development Managers are well placed to advise you on the package which would best fit your practice. We do not insist that you take any specific package, as neither the service we provide, nor the fee you pay, is linked to your turnover or number of advisers.