Staying on track with compliance - choosing the right pathway
Strategi offers a full range of compliance solutions, for advisers, adviser businesses, QFEs, networks and groups. Strategi’s standard compliance services have both annual and ongoing options and are designed to help keep you compliant both now and under the new regime.
Strategi Navigator is a flexible solution offering three key options designed to meet the needs of financial advisers and advisory businesses.
Strategi's Virtual Compliance Officer is a monthly solution, perfect for adviser businesses without a dedicated in-house compliance officer.
To help you select the compliance option that is best for you, we have put together some guidance.
Whether you will hold a FAP licence, join someone else’s FAP, be a nominated representative, or are even thinking of leaving the industry, download our simple decision-making flowchart and choose your compliance pathway.