Does the Outlook add-in maintain compliance?
Yes, every referral includes proper disclosures and consent tracking.
Does the Outlook add-in maintain compliance?
Category: Outlook App
The RQ Outlook add-in maintains full compliance with every referral: Built-in compliance features: - Disclosure prompts – Reminds you to disclose commercial arrangements where required - Consent capture – Records client consent as part of the referral workflow - Audit trail – Every referral is logged with timestamps and full history - Policy enforcement – Your firm's referral policies are applied automatically When you create a referral through the add-in, RQ guides you through all required compliance steps. This is particularly important for FCA-regulated firms who need to demonstrate proper processes. All compliance data is stored securely and available for regulatory reviews or internal audits.