Technical Manuals

The simple, no-nonsense guide to getting it right, all on one course!

• General compliance procedures so that everyone in the firm is aware of the key issues
• Help for firms to satisfy the requirements of their Institute's DPB license
• Guidance on referring clients to an IFA
• Help for firms acting as trustee, executor or Power of Attorney for clients
• Guidance on handling corporate finance work

The manual includes standard letters, forms and memoranda covering all aspects of the relationship with the IFA and the client.

Cost

The manual costs £125*.

This fee provides you with a course containing all the documents in electronic format.

Annual Update Fee

You will be automatically enrolled in our online update service. No charge is made for any updates issued from the date of purchase until 30 June.

Subsequent updates are covered by an all encompassing annual fee, invoiced on 1 July each year, of £60*.

If you have any general queries about our manuals please contact Karina Mikolajczyk or call her on 0116 258 1200. If you have any technical queries please contact Belinda Auchimowicz.

All prices are plus VAT.

* Mercia members (excluding CPD members) receive a 10% discount.

Requirements

Operating System: Windows 2000, Windows XP, Windows Vista 64 and 32 bit, Windows 7 64 and 32 bit.

Applications: Full version of Microsoft Word 2000 or above (both 64 bit and 32 bit Office 2010 are included).