Welcome to Compliance and Training Solutions Independence Tool

Either click Login if you already have an account or Register if you would like to have a FREE 7 Day no obligation trial.

THE INDEPENDENCE TOOL WILL BE UNAVAILABLE DUE TO ESSENTIAL MAINTENANCE 27TH & 28TH APRIL 2017

Click Here to download your user guide

What is the Independence Tool?

The Independence tool is a very simple to use website helping you to prove your independence.

How does it work?

We start with 60 Retail Investment Products. Then simply answer 15 questions regarding your client's situation - each answer dilutes the 60 products until you end up with a manageable number for you to base your recommendations upon.

What do we get?

Once you have answered the questions you can then generate a PDF report which highlights the answers you gave and the end products from which you were able to choose from. The PDF can then be placed within your client file as well as saved within the system for future reference.

What does it cost?

✔   Unlimited assessments
✔   Unlimited users per account (all advisors, paraplanners and supporting staff within your firm can access the tool under
       one license, all with their own login's)
✔   Access 24/7
✔   FREE 7 DAY TRIAL
✔   Just £249 + VAT per license, per annum.

This tool helps to provide the evidence that the advisor has made an unbiased, comprehensive and fair analysis of the relevant market from a wide range of products including those which are not considered to be a Retail Investment Product.

OVER 6000 Assessments since 2013

Should you have any queries or would like any assistance then please CLICK HERE to send an email.