TenetSelect Investment Brochure

A warm welcome to

At TenetSelect we provide quality support to both independent and restricted directly authorised firms, helping them deliver a first class compliant service to their clients. One of the most important and useful features of our service is its flexibility. We understand that a one-size fits all approach will not fit the needs of most firms so we provide a choice of support packages so you can choose the perfect fit for your business. Our service is broken into four distinct areas: Compliance – Keeping the FCA happy can be one of the most time-consuming aspects of running a directly authorised firm. We keep abreast of regulatory change and deliver a range of flexible compliance solutions to keep you fully informed of developments and to provide you guidance on steps we recommend you take to remain compliant. Technical support & research – Increasingly many firms are recognising the commercial and regulatory benefits of having specialists to call on when it comes to researching the right products and funds for their clients, as well as having technical support for more complex areas such as tax planning and drawdown. Through our highly experienced and qualified team we provide a comprehensive range of research and technical support, which will add value to your client service proposition. Specialist & bespoke support – In addition to our research and technical support we also offer a range of additional services, including specialist investment due diligence and research, paraplanning, a new ATR tool and bespoke consultancy. Added value services – We are focused on adding value and income to your directly authorised firm, so we provide a wide range of business development support, including our events programme which gives you everything you need to keep on the front foot and contribute towards your annual Continuing Professional Development (CPD) requirement. You can also utilise our marketing service and access the discounts we have been able to negotiate with third party suppliers.

Select the perfect partner for your business

We have got all the experience, expertise and solutions to add value and income to your business. The thing that makes us so distinct, so well placed to be your business partner is the way we go about things and the way we treat our clients as partners. So, whilst we recognise you want to run your business in a way that’s right for you and your clients, we will be there to provide an invaluable extension to your business and help you provide a quality customer proposition that meets the demands of the regulator.

TenetSelect is proud to be part of the multi-award winning Tenet Group.

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