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Personal Touch launches compliance packages

Personal Touch is launching compliance packages for directly authorised firms that cover sales quality, financial promotions, compliance framework, treating customers fairly, field visits and supervision.

The seven available packages can be tailored to firms’ specific needs and include a free user licence for the Toolbox back office system.

Perosnal Touch Directly Authorised says it is able to provide support for all mortgage, protection, investment and pension firms.

Directly authorised director Amanda Wilson says: “By working with and listening to DA firms, many of whom feel marginalised in the current market conditions over the last 12 months, we have developed a menu of compliance packages that will add value and confidence to any regulated business.

“We have had a fantastic response from the compliance packages that not only give guidance, but actually provide recommendations and comprehensive feedback; giving assurance to any DA firm that they will meet the requirements of the FSA.”


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