ComplianceIQ for Financial Services

FCA Consumer Duty is reshaping financial services compliance. Are your processes, products, and communications meeting the new standard?

7-day free trial · No credit card required

16

Compliance requirements tracked

Expert

AI prompts crafted for financial services

Trained

Across UK financial services legislation

What we cover

The key legislation and regulations our AI knowledge base tracks for financial services.

Financial Services and Markets Act 2000

Primary legislation governing financial regulation, FCA authorisation, and market conduct.

FCA Consumer Duty (PS22/9)

Requires firms to deliver good outcomes for retail customers across products, pricing, communications, and support.

Senior Managers & Certification Regime

Individual accountability framework for senior managers with prescribed responsibilities and conduct rules.

Money Laundering Regulations 2017

AML/CTF obligations including CDD, ongoing monitoring, SAR reporting, and risk-based approach.

FCA Handbook (COBS, CASS, DISP)

Conduct of business rules, client money protection, and complaints handling requirements.

Payment Services Regulations 2017

Authorisation, conduct, and liability rules for payment service providers.

Operational Resilience (PS21/3)

Requirements for important business services, impact tolerances, and self-assessment.

Have another regulation you need to track against? Let us know — we're always expanding our coverage.

Everything you need

Six AI-powered capabilities tailored for financial services compliance.

Compliance Q&A

Ask about FCA requirements, Consumer Duty, SMCR obligations, or CASS rules. Get expert answers grounded in the FCA Handbook.

Policy Auditing

Upload your compliance policies, terms of business, and client agreements. Get a severity-rated report against FCA requirements.

Document Generation

Generate compliant policies, client agreements, financial promotions compliance checklists, and board reports.

Horizon Scanning

Track FCA policy statements, consultation papers, Dear CEO letters, and enforcement actions relevant to your permissions.

Compliance Dashboard

Monitor your FCA compliance across threshold conditions, conduct rules, and reporting obligations.

Document Library

Upload your compliance monitoring reports, risk assessments, and internal policies for AI-powered cross-referencing.

Pricing that fits your organisation

Every plan includes the full platform. 7-day free trial. No credit card required.

ComplianceIQ for Financial Services starts from £249/mo

All sector-specific compliance intelligence included in every plan.

Try it now

No account needed. Instant results.

FREE

Financial Services Health Check

10 tailored questions. Your compliance score.

Take the Free Check

Document Audit

Upload a document. Get a scored compliance report.

£9.99
Audit a Document

Ask a Question

Get an expert AI answer with citations.

£4.99
Ask a Question
Get in Touch

Launching soon · Register your interest today

Know someone in a regulated industry?

Earn recurring commission on every referral. Structure shared on approval.

Become a Partner