Financial planner support service provider Verve has launched an “industry’s first” compliance switching service designed to make changing providers easier.
When advice firms switch to Verve for compliance, it said it aimed to handle everything, including moving data, resetting policies, and updating the audit. For clients, Verve said that this means no break in service and not paying twice during service overlap. This new offering is the latest version of Verve's compliance service launched in 2019 to help financial advisers "meet regulations, manage risks, and maintain professional integrity by providing guidance, monitoring and support". The switching service will be made available through Verve's in-house technology platform Dexter...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
