What’s Included in Essentials
Your subscription gives you access to:
- Weekly FCA regulatory updates (Snippets)
Clear, concise summaries of key regulatory changes and industry developments - Comprehensive compliance document library
Policies, procedures, templates, annual reports and plans - Editable compliance documents
Ready-to-use templates designed for directly authorised firms - Backdated regulatory updates
Full access to previous Snippets so you never miss important changes - Weekly compliance podcast
Practical insights and guidance to support your ongoing compliance
Compliance Support Designed for IFAs
Essentials is built specifically for:
- Directly authorised financial advisers
- Small to medium-sized IFA firms
- Firms looking for cost-effective compliance support
- Advisers who want to stay compliant without unnecessary complexity
Why Choose Essentials?
- Affordable alternative to traditional compliance consultancy
- Stay up to date with FCA regulation
- Save time with ready-made documents and templates
- Access compliance support anytime, anywhere
- Designed specifically for UK financial advisers
Stay Ahead of FCA Regulation
Keeping up with regulatory change can be time-consuming and complex. Essentials simplifies compliance by providing structured, reliable and easy-to-understand updates and resources.
Our weekly Snippets and document library help ensure your firm remains aligned with FCA expectations.
Get Started Today
Join directly authorised firms across the UK who rely on Essentials to support their compliance.
Subscribe now for £150 per year, using the sign up page, and upon receipt of the payment you are provided a log in to this website.