Tariff

It’s the question everyone wants to know.

We built the dream service, and you agree it’s exactly what you need. But what you really want to know is – how much will it cost me?

We’re huge believers in building relationships built on trust and so, in the first instance, we offer everyone a free 30-day trial make sure we’re a good fit for each other, no one want to be in a relationship they don’t thrive in. After that, our monthly charges come into play. We’ve purposely kept our pricing structure simple. Simplicity, after all, is the whole premise on which Apricity was built. No different pricing packages. No tiered threshold systems. Just one monthly subscription which gives you full access to a personalised system.

The only additional costs are for individual file checks which will be charged for as and when you require them, and for additional user licenses which are flexible and easy to manage as your team evolves.

Monthly subscription

£295 + VATper month

Monthly subscription includes:

  • Full access to personalised system for one adviser
  • Full initial assessment
  • Full annual assessment
  • News updates
  • Registers & Templates
  • Discount to various systems and software

Additional Users

£45 + VATper month

Monthly subscription includes:

  • Access to events
  • Direct access to dedicated tech helpdesk
  • Use of our bespoke advice process
  • Access to dedicated My Training area, collating all CPD in one place

File checks

Our file checks fall under three categories.

Simple – £45 + VAT

such as new investment, protection, mortgage cases

Moderate – £95 + VAT

such as replacement business (pensions or investments)

Complex – £145 + VAT

such as financial planning or occupational reviews, or checks incorporating more than one piece of advice

Example illustration

Because it always helps to see an example of what the bottom line will look like, here is what it would cost for a firm of 3 advisers, submitting on average one moderate complexity file check per adviser, per quarter.

Monthly subscription

£295 + VAT

includes one user

Additional users

£90 + VAT

Based on 2 additional advisers charged at £45 per user, per month

Moderate file checks

£95 + VAT

Based on £95 file check, multiplied by three per quarter

© Apricity Compliance Ltd. All rights reserved. Registered in England & Wales at Beehive, Lingfield Point, Darlington, DL1 1RW / No: 10824977.

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