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Ongoing valued support offered by Gemstone Legal
If you are unsure which plan is best for your needs, please contact us at info@gemstonelegal.co.uk or telephone 01799 610 844
Ruby:
550£ÂBuild confidence, induces leadership qualities, and increase focus.Â- HEALTH CHECK: (single fee)
- Review of financial stability controls - personalised report
- Review of client money management - personalised report
- Financial benchmarking - with written report
- Review of business funding facilities versus requirements
- Review of business costs - with outline savings report
- Ongoing Support
Emerald:
1,250£Every monthEliminate negativity and inspire positive action.Â- COLP & COFA SUPPORT (retained services)
- Ruby Plan +
- Monthly risk management meeting
- Monthly review of central records
- Risk management calendar
- Selection of file reviews
- Guidance on policies/procedures (where required)
- Re-write of office manual to meet the Lexcel standard
- Use of deposit brokerage at 10% discount on standard fees
- Source business funding at 10% discount on brokerage fees
Amazonite
1,275£ÂAid prosperity and good practice in business.Â- BESPOKE PROJECTS: (day rate)
- ABS / new firm applications
- AML audit and report ( 3 to 4 days)
- Audit of operational policies and procedures ( 2 days)
- Lexcel preparation (up to six months - bespoke price)
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