Demo for DPB-regulated accountants
See how RQ helps DPB-regulated accountancy firms manage referrals to financial advisers with full ICAEW compliance and audit trails.
Demo for DPB-Regulated Accountants
See how RQ helps ICAEW DPB-regulated accountancy firms manage referrals to financial advisers with full compliance. This demo covers consent capture, audit trails, and DPB record-keeping requirements.
What this demo covers
- DPB-compliant referral workflows for accountants
- Client consent capture and disclosure tracking
- Audit trails for ICAEW inspection
- Reporting on referral outcomes and partner performance