Where they’d feel confident in their technical knowledge, but got no personal service.
Where they’d get a better service, with practical file checks, but would miss some of the wider support functions.
Most advisers we spoke to ended up using both, simultaneously. Therefore paying twice for compliance support. And STILL not getting want they want. File checks were usually retrospective, guidance not always practical, and audits left them with 8 pages of tasks to do, with no support to do them. And other than an online bank of hundreds of documents they could sift through, everything else was manual. Days lost to compliance visits or sifting through KPIs and T&C paperwork.
This is where Apricity is different:
It’s a big mission. And it means completely changing an industry and pre-conceived ideas. But we’re up to the challenge. Are you?