threesixty services

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Introducing trust - Our new compliance management suite! Simplify compliance, streamline tasks & ensure risks are actively managed. Centralise documents Strengthen risk management Monitor compliance and tasks Manage SM&CR requirements Find out more: threesixtyservices.co.uk/our…

We're delighted to have been crowned the 'Best Support Service for Advisers' at last night's Professional Adviser Awards A great night for us, and many of our clients that walked away with top honours. #Congratulations to all the winners!!! #BestSupportService #PAAwards2024

What does a robust assessment of financial adequacy involve for IFA firms? @threesixtysvcs's Tony Lewis explains all... #Regulation #FCA #Compliance #Financialplanners #Financialresources #ConsumerDuty #Financialadequacy

For any advisory firms and Discretionary Investment Managers working together, this article is a must read, and could save you from potentially serious issues further down the line #compliance #financialplanning #regulation #fca

This is concerning - it's clear many firms are still struggling to find the right support for their business. If you're facing challenges, or have experienced an unexpected increase in charges, it may be time for a change. Get in touch to find out more! #compliancesupport

Firms facing unexpected #compliance support cost hikes are exploring alternatives. But cost isn't the only reason for changing support provider. Check out the typical reasons threesixtyservices.co.uk/art… If these resonate, let's chat🤙03707360360 or✉️ [email protected]

🎉Celebrating an incredible year! Our 'world-class' 2023 Net Promoter Score of 87 is a testament to our amazing team's dedication & the exceptional service we provide. Huge thanks to our clients for their invaluable feedback! We look forward to another year of success together.

Alongside Albemarle Street Partners, we're hosting our first Breakaway Adviser bootcamp on 17/11 in Knutsford for those thinking about setting up on their own and/or leaving their network. Admission is free. Find out more at breakawayadviser.com/breakaw… #fca #directauthorisation

With the increasing use of social media advertising & the emergence of new social media platforms, the #FCA and #ASA clearly have financial promotions in their sights. If your firm uses social media we recommend you read the FCA’s proposed guidance & take note of the changes.

Our guide to applying for direct authorisation explains the pros & cons of becoming directly authorised, the process of obtaining authorisation from the FCA, and what’s involved - to request a copy email [email protected] #FCA #newstart #financialplanning

For a limited time only, we're offering all FCA regulated firms a free user licence to experience our interactive #ConsumerDuty training module - further licences can be purchased via @RealsenseUk. To request a free user licence email [email protected] #CPD

Built on the feedback of existing users, the new, upgraded @DDHub_ system provides advisers with the tools and information they need to meet the FCA's #DueDiligence expectations and #ConsumerDuty obligations. New users can register for free at ddhub.co.uk/AdviserRegistrat…

Fantastic! We've been shortlisted for @_moneymarketing's'Best Support Service Provider', & 'Best Investment Research Service for Advisers'. Although compliance supports at our core, it's great to be recognised for our research, due diligence & investment solution services. 🍾🍾

As part of #Consumerduty implementation, advisers are taking a fresh look at the investment solutions they recommend, incl discretionary Model Portfolio Services. @threesixtySvcs's Vanessa Johnson explains how the rules will change how MPS are picked bit.ly/3NSk5aw

#consumerduty training is in short supply. Our new interactive course introduces the FCA’s Consumer Duty framework and the obligations it places on regulated firms and their staff to ‘act to deliver good outcomes for retail customers. For more info see realsense-learning.co.uk/cou…

Together with @RealsenseUk, we're delighted to make our ‘Understanding Consumer Duty’ eLearning interactive training course, aimed at supporting a firm’s internal teams, available to the wider financial planning community. For information see lnkd.in/eYN56UU7 #consumerduty

Today we've launched a new #consumerduty interactive training course, designed to provide a comprehensive introduction for firms to follow up with more firm/role specific training where required. Clients see the remote learning section of our client portal. #CPD #FCA #compliance

DD|hub provides free, instant access to #duediligence information on adviser platforms, discretionary services, and multi-asset funds. It supports the advice process and helps advisers meet their #consumerduty obligations. Find out more and register at: threesixtyservices.co.uk/ddh…

Clients, in addition to the latest regulatory, technical and industry news, the latest edition of Round Up includes tips on how to assess and evidence fair value, and highlights the support available to our clients. See portal.threesixtyservices.co… #regulation #FCA #consumerduty