We offer a range of subscription services to suit your budget and needs

If you just need document templates, or you need help in training staff and implementing front-line procedures, or you're happy to do that yourself but have been struggling to document your high level policies and procedures, we have a transparently-priced subscription service to suit your business needs.

We can offer services based around remotely delivered Zoom 'meetings', or on-site consultancy, training and reporting visits. Our subscription options have been designed to make sure you don't pay for services you don't need and maximise the support to your requirements.

dart Subscription Service Packages

	dCL Library *plus*	Practical 4 (Remote)	Primary 4	Principal 6	Premiere flex
Membership Service Packages ‘Quick Reference Comparison Guide’	Only £99 per month including vat	Only £295 per month including vat	Only £395 per month including vat	Only £495 per month including vat	Only £595 per month including vat
Initial ‘REaCH’ Comprehensive Compliance Healthcheck with Report & Action Plan	Special Rate £750 inc vat	Included	Included	Included	Included
Online access to our extensive range of compliance procedures and templates	Included	Included	Included	Included	Included
Online Access to Health & Safety, HR and Employment Templates provided by Angels Assist Services	Included	Included	Included	Included	Included
Compliance Helpdesk (Mon-Fri 9am -5pm) Telephone and E-mail support	Included	Included	Included	Included	Included
Financial Promotions and Stationery Review and Guidance	Included	Included	Included	Included	Included
Regular Update Notifications and Compliance Newsletters	Included	Included	Included	Included	Included
Range of dCL Prepared and Maintained Powerpoint Compliance Training Presentations	Included	Included	Included	Included	Included
E Learning centralised administration and Test Calendar (dart Learning subscribers only - dart Learning at extra cost)	Included	Included	Included	Included	Included
Consumer Duty, Conduct Risk & Ethics Annual Policy Review and Gap Analysis		Included	Included	Included	Included
High Level Systems & Controls Review and Report		Included	Included	Included	Included
T&C Scheme review including Recruitment, Induction, Competence & Appraisal Procedures/Templates		Included	Included	Included	Included
Dedicated Compliance Consultant with Email & Telephone Support		Included	Included	Included	Included
Assistance/guidance in completing FCA Connect notifications and applications		Included	Included	Included	Included
*On-Site ½ Day Compliance Visits per year (Typically 2½ to 3½ hours per visit)*	0	4 remote online 'Zoom' meetings	4	6	Typically 6-10 (as required)
Remote review & assistance with FCA RegData reporting		Included
Assistance with completion of S165 FCA ‘Surveys’ and Financial Resilience Returns		Included	Included	Included	Included
On-site or remote completion of quarterly or 6-monthly FCA RegData returns (data to be supplied by firm)			Included	Included	Included
Briefing and support in preparation for FCA thematic visits				Included	Included
Completion of Fair value Case study assessments				Included	Included
Risk Management, Regulatory Risk Assessment and Wind-down planning				Included	Included
Assistance in establishing and implementing appropriate Systems & Controls					Included
Accompanied FCA thematic/review visit (where permitted)					Included
On-Site Training & Briefings on compliance procedures and issues					Included
Sample File Monitoring and Business Reviews					Included

dart Pro-Consult - Bespoke consultancy services

Subscription clients account for around 90% of our business, and in many cases one of our pre-defined services may provide a cheaper alternative to standalone consultancy, but we also provide project-specific bespoke consultations.

This might include Client Money systems audits, Code of conduct training, FCA pre S166 small-firm reporting, bespoke Senior Manager, Compliance Officer and Supervisor training, Consumer Duty reviews and Due-Diligence reports - and much more!

Consultancy rates start from £1080 (£900+vat) per day on-site and £720 (£600+vat) off-site