Document Library

Explore our comprehensive library of customisable documents, ranging from suitability templates to T&C checklists and beyond.

Get in touch

A full resource library a couple of clicks away

We fully understand the amount of documentation an authorised firm has to hold and maintain, which is why we offer access to a full resource library, either on subscription or per item.

We offer an extensive document library which we regularly update all the time.
Our library holds a huge variety of documentation that can support your business.

We have a range of artefacts that can be personalised to your business.
Contact us about becoming a client, or to request access to whichever files you need.

Latest news

Understanding VAT Treatment for Financial Advice Services

In the complex landscape of financial services the distinction between general financial advice and regulated advice holds major implications for VAT treatment.

The Evolution of Operational Resilience in Financial Services

The financial services sector has witnessed a significant transformation in its approach to operational resilience and more is to come in the next few years.

Transforming Financial Advice with Artificial Intelligence

Transforming Financial Advice - How AI could change your daily working life for the better? Mark Whitcroft, PlannerPal's CEO and Co-Founder tells us more.

Compliance Services

We provide practical and commercial regulatory advice to simplify your compliance efforts. Designed to protect your business, lighten the load and help you spot opportunities.

Find out more

Bench Strength

Our expertise and experience is on hand to help you empower your business. We have a bench of consultants at your service to help you tackle your regulatory challenges.

Find out more

RegTech Solutions

Because of our extensive client side experience our platform provides access to a range of tried and tested regulatory technology solutions that will bring efficiencies to your business.

Find out more

Partner Matching

We have an expert partner panel that we can seamlessly connect to your business. Because we understand your needs we can match you to the companies who are best sector.

Find out more