The compliance shelf, made live.
Guides, policy templates and regulatory updates, next to a dashboard that turns your binders of audits, policies and reviews into one current view of risk.
Everything you need between audits.
Built by people who have sat on both sides of an FCA application. Practical, current and mapped to the Handbook.
Guides & playbooks
Step-by-step walkthroughs for authorisation, safeguarding, SMCR and audit preparation.
Practical readsSegment guides
Plain-English guides for churches, charities, diaspora SMEs, traders and referral partners, with a PDF take-away.
5 guidesPolicy templates
Editable policies and registers, pre-mapped to the rules your permission actually requires.
40+ templatesRegulatory updates
What changed, why it matters and the action to take, summarised the week it lands.
Every fortnightWebinars & clinics
Live sessions and recordings with our authorisation and financial-crime specialists.
On demand
Your binders, made current.
Policies, registers and review files stop being a shelf you dread, they become one live, queryable record, with the dashboard running on your own firm.
Turn your shelf of binders into one live view.
Register your interest and we’ll send the starter toolkit, then show you the dashboard on your own firm.