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Our How to Guides aggregate all the relevant rules and regulations and set out for you in a step by step what you need to do in order to comply with a specific regime.

We explain the regime to you, show you what you need to do in practical, simple terms in order to implement the regime. As with all our documentation we use simple, plain terms avoiding regulatory jargon and giving you the know how to get on with running your business.

All our How to Guides include useful links to the underlying rules and regulations, as well as previous iterations of the regime. Our How to Guides provide you with the framework that you need to get started, benchmark your firm and develop your own policy and procedures.

Many of our How to Guides include checklists and templates which are also available to purchase separately.

We support our How to Guides with training packs.

You will find our How to Guides in two versions of Microsoft Office: MS Office 2007 and above, and MS Office 97-2003. Find answers to other frequently asked questions here.

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