Registered premier service users get access to documents in the following categories:

Adviser Assessments

Anti Money Laundering

Business Agreements

Business Plans

Business Registers

Client Proposition Documents

Data Protection

Disclosure Documents

Dispute Resolution

Fact-Finds

Fit & Proper

GDPR

Investment

MIFID II

Miscellaneous

Pension Switching

Recruitment

SMCR

Suitability Checklists/SOAP

Suitability Letter Templates

Training & Competence

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