Charges

Charges for the four levels of service are as follows:

Bronze

The bronze-level service is web based, and includes the following:

• Compliance and Training & Competence Manuals
• Guidance and templates for:
  • Compliant sales procedures
  • Complaint handling procedures
  • Advertising procedures
  • Regular compliance and T&C bulletins to keep you up to date
  • Recruitment procedures
  • Locum arrangements
• E-mail based help-line

Fee: £75.00 per month (£900 pa) including VAT at FIRM level

Silver

In addition to the basic support package, the silver-level service includes:

• An e-mail based help-line
• Checks on up to 25 files to see that they meet the regulator's standards and recommendations for any amendments that may be required.

Fee: £210.00 per month (£2,520 pa) + VAT

Gold

In addition to the basic support package, the gold-level service includes:

• A telephone based help-line (although you can also e-mail your questions)
• Checks on up to 50 files to see that they meet the regulator's standards and recommendations for any amendments that may be required
• An annual visit to your office to review and advise on your procedures

Fee: £290.00 per month (£3,480 pa) + VAT

Platinum

In addition to the basic support package, the platinum-level service includes:

• A telephone based help-line (although you can also e-mail your questions)
• Checks on up to 50 files to see that they meet the regulator's standards and recommendations for any amendments that may be required
• Two visits to your office each year to review and advise on your procedures

Fee: £350.00 per month (£4,200 pa) + VAT

Extra registered individuals (Silver / Gold / Platinum)

The fee schedules above are for a sole trader. Extra registered individuals are charged at £40 per month + VAT regardless of service.

Extra services

No matter which level of service you choose you may feel that you need additional services, for example an extra review visit, a larger number of file checks or a special project. If so, these are available, either on a one-off or regular basis, by negotation.

Penalties on leaving

None, other than the usual 3 months notice period.

VAT on fees

We are currently negotiating with the Customs and Excise, but we believe that all fees will be subject to VAT and hence this will be added to our fees. However, if VAT is not applicable there will of course be no additional charge.

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