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Document Pack: Investments Template Documents

£599.00

Save by buying the full bundle:

Investments Template Documents

Included documents:

  1. CASS Client Money Policy (£149)

  2. ICARA Guide + Templates (£249)

  3. COBS Handbook Guide (£249)

  4. Client Categorisation Policy (£149)

  5. CASS Client Assets Policy (£149)

  6. CASS 10 Resolution Pack Guide (£149)

  7. Suspicious Transaction or Order Report (£99)

Total individual cost: £1193

Investments Template Document Bundle Cost: £599

You save: £594!

Or, get all documents free with the RegTechPRO platform subscription:

Access the full compliance policy library — SM&CR, COBS, AML, Consumer Duty, GDPR, and more — for a fraction of the cost of consultancy, all included with a RegTechPRO subscription.

View RegTechPRO pricing and packages →

Save by buying the full bundle:

Investments Template Documents

Included documents:

  1. CASS Client Money Policy (£149)

  2. ICARA Guide + Templates (£249)

  3. COBS Handbook Guide (£249)

  4. Client Categorisation Policy (£149)

  5. CASS Client Assets Policy (£149)

  6. CASS 10 Resolution Pack Guide (£149)

  7. Suspicious Transaction or Order Report (£99)

Total individual cost: £1193

Investments Template Document Bundle Cost: £599

You save: £594!

Or, get all documents free with the RegTechPRO platform subscription:

Access the full compliance policy library — SM&CR, COBS, AML, Consumer Duty, GDPR, and more — for a fraction of the cost of consultancy, all included with a RegTechPRO subscription.

View RegTechPRO pricing and packages →