Shepherds Friendly Society Limited:
"OAC bring great clarity to often complex and challenging issues and succeed every time in communicating clearly to our Board. They are central to all we do and we value their strategic input highly." [See all >>]
OAC's Compliance Consulting function has a team of dedicated compliance professionals who are fully up-to-speed with the latest regulatory developments.
We can develop training packages built around specific and agreed client requirements to be presented by OAC's own compliance consultants on areas such as:
IFA compliance in the new regulatory environment.
Handling complaints, process, procedure and standards.
Treating Customers Fairly.
Product disclosure and Key Features Documents.
Contact us for further details or to discuss a potential training requirement.