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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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Another way to initialize images as TimberImages, but within Twig
Non-Disclosure Agreement
We work under an NDA (either yours or ours)
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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
Business Plan (Regulatory)
Summary headings that should be included in your Regulatory Business Plan.
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Another way to initialize images as TimberImages, but within Twig
FCA Authorisation the basic process
Firms and individuals must be authorised by the Financial Conduct Authority ( FCA ) to carry out regulated financial service activities.
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Another way to initialize images as TimberImages, but within Twig
FCA Regulation for Claims-Management Companies
Guide for claims management companies
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Another way to initialize images as TimberImages, but within Twig
FCA Policy on Social Media
In March 2015, the FCA released their updated guidance on social media.
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Another way to initialize images as TimberImages, but within Twig
15 elements to make your FCA application right!
Even if you have submitted one before! Everyone needs to know this!
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Another way to initialize images as TimberImages, but within Twig
Financial Promotion Do's & Don'ts
Make sure there's balanced risk language throughout the text.
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Another way to initialize images as TimberImages, but within Twig
Financial Promotion guide
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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Another way to initialize images as TimberImages, but within Twig
Financial Promotion MiFID II guide
We've teamed up with Perivan Technology, to produce not just a checklist but also a downloadable summary of requirements.
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Another way to initialize images as TimberImages, but within Twig
GDPR Compliance-Statement
This document serves as a business plan for GDPR compliance, providing a summary of how an organisation is preparing for, and plans to comply with data protection Regulation.
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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
How to prepare for an FCA visit
Free guide on preparing for an FCA visit
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Another way to initialize images as TimberImages, but within Twig
Marketing Guide to Compliance
We’ve provided answers to nine key areas that marketing needs to know about financial promotions and compliance.
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Another way to initialize images as TimberImages, but within Twig
MLRO Report template
MLRO Report should form part of the regular reporting to senior management.
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Another way to initialize images as TimberImages, but within Twig
Privacy Notice Checklist
This checklist will help you get started, and has been provided free of charge and for guidance only.
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Another way to initialize images as TimberImages, but within Twig
Privacy Notice Template
This template will help you get started, and has been provided free of charge and for guidance only.
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Another way to initialize images as TimberImages, but within Twig
Procedure and Policy template
Procedure and Policy template - free download.
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Another way to initialize images as TimberImages, but within Twig
Regulatory Response Template
The Regulatory Response Template should be used to respond to any request or, if new information comes to light within 6 years from providing the original response as per SYSC 22.6.
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Another way to initialize images as TimberImages, but within Twig
Regulations & laws
List of UK and US Regulations & laws
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Another way to initialize images as TimberImages, but within Twig
Strong Customer Authentication
Get the lowdown on the FCA Strong Customer Authentication (SCA) Consultation Paper plans.
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Another way to initialize images as TimberImages, but within Twig
Treating Customers Fairly FAQs
Questions often asked about TCF and its implications for compliance teams in regulated businesses.
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Another way to initialize images as TimberImages, but within Twig
UK Financial Compliance Glossary
Most frequently-used words and phrases in UK financial compliance.
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Another way to initialize images as TimberImages, but within Twig
Whistleblowing template
Whistleblowing policy template - free download.
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Another way to initialize images as TimberImages, but within Twig
Standard Press Release Template
Necessary aspects of a standard business press release.
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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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.
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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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
#AD: How to disclose
A mini compliance guide for content creators.
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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
Influencer Campaign Checklist
Not sure how to get started with influencer marketing? Download our FREE checklist.
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Another way to initialize images as TimberImages, but within Twig
KPI Template
we've developed a sample KPI template that you can use when designing your own indicators
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Another way to initialize images as TimberImages, but within Twig
Weekly time management tracker-
Daily To Do List Time Management Template.
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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
Monthly Training Plan Template
This template provides a useful schedule to help you plan your training over the course of a month.
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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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Another way to initialize images as TimberImages, but within Twig
Daily Training Plan Template
Use this template to plan and track daily training tasks for a single team member.
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Another way to initialize images as TimberImages, but within Twig
Annual Training Plan Template
This comprehensive annual training plan template provides a narrative-style plan with separate sections.
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Another way to initialize images as TimberImages, but within Twig
Employee Training Plan Template
Use this Excel template to create a training plan for an individual employee.
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Another way to initialize images as TimberImages, but within Twig
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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Another way to initialize images as TimberImages, but within Twig
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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If there is something you would like to see here, let us know.