Introducing the five trust modules | 5 Document repository A robust and scalable centralised solution for managing compliance documents. It acts as a single source of truth, ensuring clear document ownership and comprehensive version control to simplify tracking and managing changes. Risk management framework A comprehensive solution, combining risk and control framework management and a compliance monitoring programme to help you manage risks and the monitoring of compliance across your firm. A truly holistic compliance management solution trust's five modular solutions work together or independently to provide flexible, effective support for your firms compliance needs. From centralising document management to streamlining tasks and meeting regulatory requirements, each module is designed to address specific challenges. Below is a brief summary of each module. Task scheduler A simple yet effective way to co-ordinate compliance activities, integrating an online business diary with task management features for seamless planning. SM&CR management Integrates several areas of a firms’ approved individuals’ requirements into a unified solution. Maintain records of senior managers and their assigned responsibilities, conduct fit and proper checks, certify staff members, and manage conduct rules, creating consistent records of any conduct rule breaches. T&C management (coming soon) An efficient way to build an effective T&C framework for managing and monitoring the onboarding of new advisers and attaining and maintaining competence. Document repository Risk management framework Task scheduler SM&CR management T&C management Compliance dashboard
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