All packs
INDUSTRY · 24 PACKS · 3 LIVE
Finance
Banking, insurance, advice and lending packs mapped to FCA, FCA SMCR and HMRC.
SUBCATEGORY · 5 PACKS
Banking & accounts
Customer onboarding for retail and SME.
PRE-ORDER · Q1 2027
Customer onboarding · banking
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Account opening · personal
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Account opening · SME
£14.50
£29 reserve fee · 50% off
LIVE
Direct debit mandate
£29
PRE-ORDER · Q1 2027
Bereavement notification · bank
£14.50
£29 reserve fee · 50% off
SUBCATEGORY · 5 PACKS
AML / KYC
Anti-money-laundering for any regulated firm.
LIVE
AML / KYC onboarding
£29
PRE-ORDER · Q4 2026
Source of funds declaration
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q4 2026
Enhanced due diligence (EDD)
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
SAR · suspicious activity report
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Sanctions screening result
£14.50
£29 reserve fee · 50% off
SUBCATEGORY · 5 PACKS
Lending
Personal, mortgage, SME credit.
LIVE
Credit application · personal
£29
PRE-ORDER · Q1 2027
Mortgage application · DIP
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Bridging loan application
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
SME finance application
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Loan affordability assessment
£14.50
£29 reserve fee · 50% off
SUBCATEGORY · 5 PACKS
Insurance
Quote, bind, claim.
PRE-ORDER · Q1 2027
Quote request · motor
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Quote request · home
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Claim notification · motor
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Claim notification · property
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Statement of fact
£14.50
£29 reserve fee · 50% off
SUBCATEGORY · 4 PACKS
Wealth & advice
Suitability, fact-find, investment.
PRE-ORDER · Q4 2026
FCA suitability assessment
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Client fact-find · holistic
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Investment risk questionnaire
£14.50
£29 reserve fee · 50% off
PRE-ORDER · Q1 2027
Pension transfer · DB
£14.50
£29 reserve fee · 50% off