Welcome to the Create Solutions web site

Audits and Health Checks

When was the last time you had an Independent Health Check or External Audit? Let us conduct a thorough review of your regulatory status and how you are coping with the rules burden.You will receive an itemised report with prioritised action points. The areas reviewed will include:-

• Prudential arrangements.
• Senior Management Arrangements Systems and Controls
• Compliance with ICOB rules on selling.
• Procedures for distance sales.
• Renewal and MTA procedures.
• Commercial,Group and Wholesale procedures
• Internet and Sales literature review
• Complaints Handling
• T&C
• Staff Awareness
• RMAR
• Client Money & Agency
  
  To make an enquiry - without any obligation - click here