Compliance Manual

There is an ever-increasing list of compliance obligations and so leaving it all to chance is a risky business strategy.

More and more agents are now looking to protect their position by not only making sure their teams are professionally trained, but also ensuring they provide adequate instructions to ensure their team knows –

  • What to do;
  • How to do it;
  • When to do it.

To do this correctly, professionally and provide the required due diligence audit trail, agents need written instructions and this is best done by means of a Compliance Manual.

These manuals also help your team grow in confidence, because by following the    instructions they know they are doing the right thing; they know they are compliant; the risks for your business are reduced.