We are able to provide a wide range of services to firms selling general insurance, including:

• FSA compliance audits
• Ongoing compliance support
• Pre-acquisition due diligence
• Provision of documentation and procedures manuals
• New applications for FSA authorisation
• Help with RMAR Reporting
• Programmes for TCF & Conflict of Interest
• Appointed Representative monitoring
• File reviews
• Training
• Preparation for FSA visits
• Business planning
• T&C Management
• HR Management
• Online Learning

Useful Links

Service Providers

Streamline Solutions

Regulatory Bodies

Financial Services Authority
Financial Ombudsman Service
Financial Services Compensation Scheme

Trade Associations

Association of Professional Compliance Consultants
Association of British Insurers
Association of Travel Insurance Intermediaries
British Insurance Brokers' Association
Chartered Insurance Institute
London and International Insurance Brokers Association