Round Up Autumn 2018

22 Getting the most from our core services Our core services provide firms with comprehensive compliance, research and technical support. This support is designed to: -- Save you time -- Keep you informed, and -- Provide you with reassurance and guidance. In brief, our core services include: Access to threesixty online Providing detailed guidance, templated procedural documents, example regulatory reports and a training and competency document tool kit. threesixty online also gives access to the latest compliance news and technical guidance updates. Compliance support Access to a team of compliance professionals by telephone and email. Each day they help people just like you with guidance and reassurance. Support includes, but is not limited to, the reviewing of financial promotions, assistance with GABRIEL reports, checking disclosure documentation and guidance when handling complaints. Suitability reports threesixty online provides considerable guidance on how advisers should construct suitability reports, both to meet with the regulatory requirements, and to make them more likely to be understood by clients. Research Recommended product and fund lists designed to complement your adviser’s research, and save firms time. Included within this is due diligence support for firms working with platforms, discretionary fund managers, SIPP/SSAS administrators and risk managed fund ranges. Technical support Access to high quality, reliable technical support both online and through our technical helpdesk, offering advice on UK life, pensions, trusts and taxation as well as other general technical queries. Adviser and paraplanner development and events Our events programme provides the learning opportunities you tell us you want. Our professionally run events cover technical subjects, rather than sales pitches from providers and cater for the vast majority of your professional development requirements. They’re not just about obtaining CPD! Ongoing adviser assessment Access to a series of online tests covering regulation, compliance, taxation, investments and complex products. The questions are Level 4 standard, and designed to assist a firms’ supervisor in evidencing the ongoing competency of advisers. Support for your business threesixty has negotiated special terms with a range of CRM and adviser software providers. Enhanced commission terms have been negotiated with protection providers which means that your firm could benefit from some of the highest gross rates in the market.