Learn the firm
Agree templates, tone, research rules, compliance requirements, contacts, access and what good looks like.
Working fit
How CPS fits your firm without adding friction.
The setup is designed to reduce rewriting and unclear handovers: learn the firm’s preferences, agree the support mode, confirm the case pack and return an output that is easy to review.
Agree the case mode
Define report preparation, research and analysis, or more engaged technical support—plus the fee and target date.
Confirm a complete pack
Check facts, evidence, recommendation inputs and dependencies before the delivery target begins.
Return adviser-ready work
Deliver the output securely with assumptions, missing evidence and required adviser decisions summarised. One in-scope revision is included.
A complete case starts the clock
Required information is agreed by case type.
The five-working-day standard target begins only when the required information is present and internally consistent. Missing evidence, a changed recommendation, new plans or a material change in client circumstances may pause or re-scope the instruction.
- Named adviser and firm owner
- Objectives, needs and constraints
- Relevant fact-find and risk evidence
- Existing-plan and provider information
- Current firm template and compliance requirements
- Target date and any external dependency
Revision and change control
One revision is included where it corrects or refines work inside the agreed facts, recommendation and scope. A new client objective, changed product, further ceding plan, additional scenario or materially new evidence is treated as a scope change and quoted before further work.
Retention and closure
The planned case workspace will retain working files for 90 days after completion unless the contract or a documented legal requirement says otherwise. The adviser firm remains responsible for its complete regulatory client file and record-retention obligations.
Ready to discuss your firm’s workflow?
Start with the approved-firm application. Do not include any end-client information.