Bankhall now offer a Remote File Review service, which is open to both members and non members.
This service allows you to upload client files electronically via our dedicated
website in a secure environment, at a time to suit you. Files can be uploaded from where ever you hold them - on a Client Management System, a local machine, or on a document management system.
The files will be assessed by one of our highly skilled and experienced Compliance Officers and written feedback provided; usually within 5 working days.
Key benefits:
- Cost effectiveness — Our Remote File Review service can offer considerable savings.
- Flexibility — We can review 1 product if that's all you need. There is no minimum amount.
- Convenience — You can upload files at a time to suit you.
- Expertise — We have some of the most experienced and qualified Consultants in the sector.
- Peace of mind — The service is backed by Bankhall's vast resources and experienced technical teams.
To find out more about this service and costs, call 0845 003 0400 or
click here