Policy and Procedures Manuals.

When was the last time you updated your company’s policy and procedure manuals?

Have you updated them to incorporate the Best Interests Duty?

We find that most licensees have their template documents they got when they first obtained their licence and have not updated them since.

With an industry in constant change, it is critical that you make sure your policies and procedures stay up to date.

Once you join us as a full member you have immediate access to our full suite of policies and procedures. All you have to do is add in your logo and implement them in your business.

Let us be the compliance specialists in your business so you can focus better on servicing your clients.