Claims Management Company (CMC)
Case Study: Claims Management Company (CMC) The adviser for an Appointed Representative of Richdale who was trading in car insurance asked for our assistance in helping him achieve direct
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Here are just some of the happy customers we have worked with…
Authorised Payment Institution (API)
Case Study: Authorised Payment Institution (API) When an Authorised Payment Institution (API) was seeking to set up a storefront sister company trading in foreign exchange, it meant an entirely
Find out morePayment Services Firm Offering B2B Debit Direct
Case Study: payment services firm offering B2B Direct Debit A payment services firm offering B2B direct debit services approached us to assist them in becoming authorised with the FCA.
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Case Study: directly authorised protection broker A company with 10 advisers and a £1.5 million turnover approached us seeking to become directly authorised with the FCA. They were, at
Find out moreMortgage And Insurance Broker
Case Study: mortgage and insurance broker We provided a proposal to a mortgage and insurance broker who ultimately opted to become directly authorised and receive compliance support through an
Find out moreRe-Organisation And Enhanced Compliance Support
Case Study: re-organisation and enhanced compliance support We were approached by two brothers, one who owned a mortgage company and one who owned a general insurance firm, both of
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