Document checking service

Part of our helpline service includes assisting members with ensuring their financial promotions and key documents, such as stationery and terms of business, are compliant.

So, in addition to the templates and forms on our website, members can submit key documents for us to check and to provide feedback specific to their business. Our service includes checking stationery such as letterheads, fax cover sheets, email footers and Terms of Business (where based on the UKGI template). We also provide a checking service for adverts and websites.

CII CPD accredited

Demonstrates the quality of the training provider’s course and confirms that it meets CII member CPD scheme requirements. Read more...