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Open Door Policy

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Services

Open Door Policy is built on 24 years experience in Financial Services and 10 years with a large compliance support organisation.

Open Door Policy works with firms to construct and document Charging Structures, Centralised Investment and Retirement Propositions (CIRPs) and the Consumer Duty. Propositions cannot be created without knowing exactly what the regulator expects, this is central to the propositions. After working with literally hundreds of businesses Open Door Policy brings an independent service with no affiliation to any large provider.

Creating and documenting propositions:

  • Charges, including a Price and Value Statement
  • Centralised Investment and Retirement Proposition (CIRP)
  • Platform research and due diligence
  • The Consumer Duty
  • An annual Update and Reset Service making sure it all remains fit for purpose.

Contact Information

Full name
Karl Dines
Email address
[email protected]
Website
https://opendoorpolicy.co.uk/