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Financial IFA Compliance Documents & Services

Welcome to the FINANCIAL DIRECT Documents and Services selection.

The items on this site have been designed based on industry and FSA feedback, and will help you with any compliance areas.

You can select and purchase our various document templates, including notes/comments/guidance on how to complete them. You are also able to purchase services, such as FSA-style compliance visits. After you have purchased these services we will contact you to discuss your specific needs, and arrange a mutually agreed timescale.

When you wish to purchase a product or service you will need to create an account, and then pay via the secure PayPal service. Once the payment has been completed you will be able to access your purchases. When logged in you will still be able to download any documents for up to 7 days after purchase - so you don't need to worry if you accidently delete something.

After any purchase you will also receive an emailed invoice, including VAT references where appropriate, for your records.

If you have any questions or comments, or can't see the product or service offered that you would like, please contact us and we will discuss how we can best meet your needs.

All files are sold in a zip format through a secure PayPal system. Acceptance Mark

All prices are inclusive of V.A.T. at the appropriate rate where applicable.

You can then use windows file extractor to view the purchased files, or download 7-zip, a free file extractor here.

All documents purchased will be available to download for 7 days further to the transaction taking place.

To view PDF documents, you may need to download Adobe Reader.

Adobe Reader