Searchlight Approaches: tailoring our approach - Searchlight Insurance Training

The Searchlight approach: tailoring our approach to your unique situation

Searchlight provides a flexible and highly cost effective approach:

Level 1 – Your MoT review 

Three hour review, with indicative audit, charged only at travel costs

Level 2 – Chargeable full audit with written report

Onsite review of procedures, documentation, records, systems and controls, data security, financial promotions, client money procedures, capital adequacy checks, TCF, training and competency, client file checks, SYSC review, and appointed representatives review – full report with recommendations provided on completion

Level 3 – Selection from a flexible list of specialist areas

Selection from the our cost-effective “pick and mix” menu, providing a scaled service: advice, training, outsourcing, implementation/full change management

Level 4 – Ongoing regulatory compliance support

Our standard compliance package offers a simple, cost effective solution to your compliance needs, but we recognise no two clients are ever exactly the same so we work with you, selecting from a range of services to create a solution bespoked to your firm’s unique challenges and opportunities.

All support is provided by your dedicated compliance consultant  (allocated on a ‘best fit’ basis) and the combination of annual reviews, and ongoing telephone and email support ensures that help is always at hand when you need it.