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Another way to initialize images as TimberImages, but within Twig
Introduction to LS Consultancy
Find out more about LS Consultancy. Download our summary document here.
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Non-Disclosure Agreement
We work under an NDA (either yours or ours)
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Business Continuity Plan template
Not sure on the process of creating systems of prevention and recovery to deal with potential threats? This template will help you get started.
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How do you improve compliance in your firm?
11 tips to improve compliance training
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FCA Authorisation the basic process
Firms and individuals must be authorised by the FCA to carry out regulated financial service activities.
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FCA regulation for small businesses
Comprehensive guide that aims to educate small businesses, start-ups, payment services providers, consumer credit act firms, and other interested parties about the FCA regulatory landscape
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FCA Regulatory Business Plan Template
This document must be submitted alongside the FCA application.
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Financial Promotion Do’s & Don’ts.
Make sure there’s balanced risk language throughout the text.
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Financial Promotion Guide
The FCA’s Handbook contains prescriptive rules which set out the process a firm should follow when developing a new financial promotion.
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Financial Promotions CONC Introduction
This overview will provide you with a high-level understanding of the requirements in CONC
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Financial Promotion MiFID II guide
Ensure your approach to MiFID II complies with the requirements.
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Activities register for GDPR processing
GDPR processing activities register to assist you in adhering to the regulations for data protection.
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GDPR Legitimate Interests Assessment
Download our Legitimate Interests Assessment (LIA) template on our Resources page or visit our GDPR Support page to see how we can help with your GDPR compliance.
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Steps to GDPR
Understanding the regulation Initial training and awareness – aimed at firms which need to improve their understanding of GDPR.
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How to prepare for an FCA visit
Free guide on preparing for an FCA visit
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Marketing guide to compliance
In this guide, we provide answers to nine key areas that marketing needs to know about financial promotions and compliance.
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MLRO Report template
MLRO Report should form part of the regular reporting to senior management.
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Procedure and Policy template
Procedure and Policy template - free download.
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UK Financial Compliance Glossary
Most frequently-used words and phrases in UK financial compliance.
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Whistleblowing template
Whistleblowing policy template - free download.
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Vulnerable Customers: Feeling Vulnerable
The case of vulnerable customers and how to identify them
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Vulnerable Customers
Infograph
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Standard Press Release Template
Necessary aspects of a standard business press release.
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Award Press Release Template
One way to generate buzz about your firm — outside of its products or services — is to report on awards it receives.
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Business News Press Release Template
Use this template to deliver a piece of business-oriented news, such as a CEO or other executive appointment, a noteworthy new hire, a strategic partnership, or a merger and acquisition.
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Email Press Release Template
This email press release template provides all the aspects of a standard press release template, but also provides space to include relevant links or embed multimedia.
Another way to initialize images as TimberImages, but within Twig
Event Press Release Template
Use this template to announce any type of event, be it a film, fashion, restaurant, art, or sports engagement or a grand opening.
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Launch Press Release Template
This template can serve as a formal announcement for a product, magazine (or other publication), or book release or a campaign launch.
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Social Media Press Release Template
If you need to create a formal announcement about a social media update, such as a new feature or channel, download this template.
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Using social media as a publisher
Check out Impress top tips guide, to help you consider the reputational, legal and ethical issues that come with using social media as a news publisher.
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Activity Brief Questionnaire
This questionnaire is designed to get you think about your relationship with your customers and the language used to get your message across.
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#AD: How to disclose
A mini compliance guide for content creators.
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Instagram Post Template
We’ve provided a quick tool so show how you can create Instagram posts.
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S.M.A.R.T. Goals Worksheet
This template walks you through the process of creating S.M.A.R.T. goals, which may be particularly useful when trying to achieve complex or challenging goals that require clarity and structure to ensure successful completion.
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Project Goals and Objectives Template
This S.M.A.R.T. goals template for Excel is designed for planning a project goal and one or more objectives.
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Business Goals Template
Use this business goals setting template to quickly identify top priorities, short- and long-term goals, and issues that need to be addressed.
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Influencer Campaign Checklist
Not sure how to get started with influencer marketing? Download our FREE checklist.
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KPI Template
we've developed a sample KPI template that you can use when designing your own indicators
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Marketing Guide to Compliance
This guide helps you ensure your financial promotions meet the FCA’s requirements.
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Weekly time management tracker-
Daily To Do List Time Management Template.
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Which Hashtags?
Find hashtags to use.
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Staff Training Plan Template
A team or department manager can use this template to document their entire staff’s progress at once.
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Monthly Training Plan Template
This template provides a useful schedule to help you plan your training over the course of a month.
Another way to initialize images as TimberImages, but within Twig
Weekly Training Plan Template
This simple training plan template is designed to track team or department progress on training activities over the course of a week.
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Daily Training Plan Template
Use this template to plan and track daily training tasks for a single team member.
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Annual Training Plan Template
This comprehensive annual training plan template provides a narrative-style plan with separate sections.
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Employee Training Plan Template
Use this Excel template to create a training plan for an individual employee.
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New Employee Training Plan Template
This template is designed as an onboarding plan you can use to ensure new hires complete all the necessary training, paperwork, and activities as they acclimate to their new role.
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Project Plan Template
Download this project plan template in Excel to list all tasks, assign team members and due dates, and note progress with the built-in Gantt chart, all the way through to project completion.
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