We are experts at providing directly authorised firms with a helping hand and reassurance. So, if you have any concerns about being compliant in any of the regulatory areas shown below, please get in touch.
At TenetSelect we provide an extensive range of compliance services which are designed to keep you abreast of regulatory developments and provide clear guidance and quality solutions to help you meet the FCA's requirements. We also provide a wide range of other services which are designed to add value to your client proposition and save you time:
We have a wide range of services for you to choose from, with set pricing which is based on the service you subscribe to and not your firm's turnover. Please get in touch for more details.
As a directly authorised firm you can utilise our protection, mortgage, and equity release panels to get access to the rates we have negotiated with the providers or lenders. So if you are looking to generate additional income, this could be a quick and easy way to do so with little effort from yourself.
If you would like to know more about how you can utilise our protection, mortgage, and equity release panels, please speak to our Mortgage & Protection Helpdesk by calling 0113 239 5111. Alternatively, you can email us at firstname.lastname@example.org or email@example.com.
Through TenetSelect you will have access to a range of quality compliance services which help you meet your regulatory requirements, as well as business development solutions which add value and income to your business. This includes everything from compliance audits, file reviews and whole of market research, to business development services such as paraplanning, marketing and our events programme.
A wide range of FCA compliance solutions to give you peace of mind that you are meeting your regulatory requirements.
Our proactive product and fund research service, with an experienced team offering ongoing support, is key to meeting the business challenges faced by advisers.
We also offer a range of specialist and bespoke services, such as specialist investment support, pension switching tool, cash flow analyser tool and tailored consultancy.
As a client of TenetSelect you will have access to a range of business development support which is designed to add value and income to your business.
As a client of TenetSelect you will have access to business development support such as marketing, adviser recruitment and our CPD events programme.
The service includes:
*Based on a 12 month contract
In addition to our Inform service (details above), which is designed to give you comprehensive compliance guidance and documentation on an ongoing basis for just £100+VAT a month, we also have an extensive range of additional services which you can choose from. These are all designed to add value to your directly authorised business, by saving you time and keeping you compliant.
A list of the available services is provided below. Simply tick which one(s) are of interest to you and complete your details, then we’ll get in touch with you to provide more details (including costs) and, if you want to go ahead, take your order over the phone. Of course, you can also get in touch with us directly by calling 0800 085 0825 or email firstname.lastname@example.org.
You can find out more details about TenetSelect and the quality compliance support and business development services we provide to directly authorised financial adviser firms, by viewing a copy of our brochure.VIEW OUR BROCHURE
We are proud of our service and believe it will add value and income to your business. Don't just take our word for it though; here is what some of our client firms said about TenetSelect
The system of buying professional compliance support works well for us and has halved our compliance costs as a result. At Bartlett we have found that by bringing in professional compliance consultants who give an impartial view and recommendations, the senior team respond faster and act more proactively in sorting out any compliance issues.
TenetSelect were extremely helpful in assisting us with the transition (to becoming directly authorised) and the support has been excellent. I am confident that we made the right choice in continuing our working relationship with Tenet. Those already with TenetConnect that are thinking of making this transition, look no further. TenetSelect will provide all the support that you will need!
I've been very impressed with the support from Tenet. I always feel confident that they are up to speed on current regulation which is communicated in a regular, easy to read bulletins. Sarah Keyse, our regulatory consultant at Tenet, has been a fantastic support. I'd go as far to say that she has been a mentor to me and really goes the extra mile to help me learn and develop within my compliance role.
Over the last 15 years I have been with Tenet as a network member, and then since 2008 as a directly authorised firm. From quarterly compliance audits to using the individual and corporate paraplanning services, Tenet offers the modern day IFA the job lot. A priceless all round service we would be lost without.
If you would like to speak to one of our experts about how we could add value and income to your financial adviser business, please get in touch with us.
Alternatively, complete our form and we'll get in touch with you.