RDR Compliance offers a practical, hands-on, approach to getting your IFA business ready for the Retail Distribution Review. We offer a DIY kit, as well as on site visits and administrative assistance in ensuring your IFA firm is RDR-ready.
Having worked for financial services firms for over 15 years we understand how you need to see clients, review portfolios, network, keep generating new business, and keep up to date with regulation. This is why we have launched this service to you, so that you can go out and do what you’re best at – servicing clients – while we ensure your business is RDR compliant and stays that way.
Whether it’s right or wrong, the RDR is happening and you cannot get away from it if you are an IFA. It is not too late to get your firm up to date and inline with these new requirements. One thing is for certain; the RDR is giving most IFA’s a real headache and we are here with the paracetomal to take the pain away..
In an ideal world there would be 48 hours in the day, but there aren’t, so as much as you intend to ‘have a compliance week’ we understand that the reality is more like clients need seeing, children need birthday presents, and the car needs a service. Our business is simple – RDR Compliance to the IFA market. That’s all we do, so we don’t need to see individual clients, our clients are you, and we really look after our clients just like you look after yours.
Our services are second to none, where our knowledge and expertise ensure that your IFA business is RDR compliant. We can come and see you at your premises and provide one or two day visits where we go through your whole business with you and generate ideas of how we can put the RDR into practice within your firm. Once your firm is RDR compliant we then make sure that your firm stays that way and you should never have to worry about a visit from the FSA. We can also help with this, so if you are expecting a visit from the FSA please call us, we’re friendly, expert, and on your side.
We cater for all IFA firms: large, small, and micro, and offer services to match your budget. Prices start at just £199.99.
Contact Us now for an informal discussion about our services and costs.
