Advisory Services Consultancy

RFP proposal to support the Border to Coast advisory team in setting up the templates and compliance check lists to support the basis for both advisory functions. The team may also require assistance in the population of documents below: 1. Advice documents: - Template reports for: annual strategic health checks & portfolio construction and proposition suitability - Check lists to facilitate regulatory, TAS and best practice standards - Appropriate compliance (including TAS) statements, disclaimers and risk stateme...