OUR SERVICES

We pride ourselves in being able to share our expertise and experience in the following areas. This list is not exhaustive, so please contact us if you and your practice have any concerns regarding compliance.

01.

ANTI-MONEY LAUNDERING COMPLIANCE

We can provide AML training, compliance reviews, standard documentation and more.

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02.

ETHICS, CULTURE AND RISK

An ethical culture makes compliance easier and is important in the mitigation of risk.

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03.

PRACTICE COMPLIANCE

You and your practice have responsibilities towards staff, clients, your professional body, legislation, etc. Are you compliant?

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04.

ENGAGEMENT LETTERS

Engagement letters provide clarity. They also demonstrate compliance with legal and regulatory requirements.

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05.

FACING DISCIPLINARY ACTION?

The bye-laws, regulations and processes of a professional body can be overwhelming.

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06.

COACHING

We can provide the time and space in which to support you in achieving your wants and needs.

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“The best way to predict your future is to create it.”

Peter Drucker

“My own business always bores me to death; I prefer other people's.”

Oscar Wilde