Simplybiz has introduced the widening of its business consultancy service with the addition of a proposition designed to help advisers by the total diagnostic evaluation and creation of a compliant ongoing evaluation service.
Delivered over a sequence of consultative periods, the continued evaluation service possibility will embody an evaluation of a corporations’ charging fashions, consumer agreements, and disengagement insurance policies. It can even evaluation their monitoring methods and MI readiness.
The new ongoing evaluation service joins a variety of business consultancy propositions from Simplybiz which incorporates help for corporations round charging constructions, centralised funding and retirement propositions, Consumer Duty implementation, and annual evaluation supply.
Simplybiz business consultancy supervisor, Zayd Ahmad commented: “Simplybiz already offers a variety of help for advisers round ongoing critiques, however the addition of the brand new business consultancy annual evaluation service means they will go for an strategy with extra skilled, hands-on steerage.”
He added: “We wished to make sure our ongoing providers proposition helped the recommendation agency to not solely discover its inner processes and documentation but in addition really feel assured they’re assembly the rules set out by the FCA on this space.”
