Gold Retainer — Compliance Partner (Annual Billing — Save 10%)

The ultimate retained compliance service. This purchase covers 12 months of your Gold Compliance Partner retainer at the discounted annual rate of £1,345 per month (standard quarterly rate: £1,495/month inc. VAT).

You save £1,800 per year compared to quarterly billing.

WHAT IS INCLUDED EACH MONTH

• 16 hours expert advisory from your dedicated named consultant
• Guaranteed response within 4 business hours
• Monthly 60-minute strategic call
• Monthly compliance review meeting with MI dashboard
• Quarterly board compliance report (drafted for your board pack)
• Annual compliance monitoring programme (designed and delivered)
• Annual policy review (up to 5 key policies)
• Annual FCA supervisory visit preparation session (2 hours)
• SMCR certification service with assessment completion assistance
• 10% discount on all project work

COMPLETE DIGITAL PRODUCT LIBRARY (£3,638 Retail Value)

Silver Products:

• Compliance Risk Register with Heat Mapping (£199)
• Regulatory Horizon Scanning Tracker (£149)
• SMCR Responsibilities Mapping Playbook (£299)
• Complaints RCA and MI Reporting Template (£149)
• Compliance Monitoring Programme Builder (£199)
• Consumer Duty / Operational Resilience Toolkit (£199)

Gold Additional Products:

• Fair Value Assessment Framework and Workbook (£299)
• Conduct Rules Breach Investigation Toolkit (£349)
• Section 166 Preparation Toolkit (£349)
• SMCR Handover Documentation Template (£199)
• PEP and High-Risk Customer EDD Workbook (£299)
• AR Oversight Policy and Playbook (£299)
• Third-Party Oversight Toolkit (£249)
• FCA Query Response Pack (£199)

GOLD EXCLUSIVE BENEFITS

• First-look access to all new digital products before public release
• Quarterly compliance pulse check calls
• Annual compliance team training session (2 hours, virtual)
• Annual client roundtable event invitation
• Direct mobile access to your dedicated consultant

PSR clients receive PSR-specific versions of applicable products at no additional charge.

YOUR NEXT STEPS

Your purchase includes a Welcome and Next Steps guide. Your dedicated consultant will contact you personally within one working day.

PAYMENT TERMS

This payment covers 12 months of service. Your next annual payment of £16,140 inc. VAT will be due at the start of your next billing year. All retainer payments are payable in advance.

Compliance Consultant | Making Compliance Work

https://complianceconsultant.org

UK: 0800 689 0190 | International: 0208 243 8620

Includes VAT at 20%. If you are a business and need a VAT Receipt, please ask.