EQI Lite is a remote compliance support service designed for firms with up to two advisers. We recognise that for some, a remote solution provides all the support they need, but to do this effectively, we make sure that contact is monthly. This way we can keep up to date with developments from the regulator as they happen.
EQI Lite provides smaller firms with an excellent level of constant support, delivered at a competitive price.
The price of the service is £85 (+VAT) per month and includes:
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Monthly Remote File Audits |
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Monthly Regulatory Newsletter |
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Compliance help desk |
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Monitoring program and T & C plan templates |
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Help with Gabriel completion |
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Complaints Guidance |
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TCF Updates |
Alternatively you can opt for Lite+ and include our enhanced commission rates for only an extra £20/month (+VAT)
Of course, we are still there if you ever need a little more help. You can either move up to our Core product or select from the project portfolio of our Core + Product range.
For more detail, please download our EQI Lite PDF.
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Terms & Conditions