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Licensee Services
All the core services expected of a licensee

Alongside our value-adding solutions, we provide all the core services expected of a licensee, ensuring your practice receives all the necessary components to operate effectively.

Included in your licensing package, your practice and advisers will receive:

  • Financial advice software
  • Comprehensive professional indemnity insurance
  • Full revenue processing
  • Ongoing education & CPD compliance facilitated through Kaplan
  • Invitations to networking and professional development events