A threesixty guide to submitting directory persons data

Support for financial advice and discretionary management firms We help you grow your businesses compliantly and profitably. Our range of pro-active services include business risk assessments, discretionary management support, helpdesk support and threesixty online, which provides detailed guidance and supporting tools. In addition, we provide technical support, product and fund research, online testing, events and much more. Who we are threesixty delivers support and personalised solutions to over 900 directly regulated firms, including over 100 discretionary management firms. That’s more than 9,000 registered individuals in total. With a focus on investment orientated businesses, clients range from substantial national and regional sized firms to niche boutique investment managers and financial planners. Because our staff go through in-house training and development, we know they have exactly the right knowledge, experience or qualifications to help our clients. How we do it Our services are fee-based and not influenced by your turnover or number of advisers. This means we are there to work for you and have no interest in promoting additional services that don’t sit well with your business model.