Retail Distribution Review (RDR)

Is your business ready for the changes?

Ask yourself some of the following questions, and then decide whether you would benefit from our experience?

• Are you currently able to clearly discuss the cost of providing advice to your clients
  – and detail the full commission you receive?
• Will you ready to switch over to the new basis of charging?
• Do you know what each and every client is worth to your business?
• Have you calculated your Capital Requirements and how to fund?
• Will your business decline?
• Have you a clearly defined policy for ensuring your advisers (including you) will be sufficiently qualified to continue to conduct investment and pensions business?

Insynergi have extensive experience in the IFA market and change management as well as an online DipFA process to assist you and your advisers with the new approach.

See the individual or corporate solutions available to assist you with DipFA

Make Insynergi your commercially focused compliance team

Insynergi (UK) Limited are members of the Financial Services Skills Council (FSSC) and the Association of Professional Compliance Consultants (APCC).