Remote Services 

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 Link Icon 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 Link Icon click here