ValidPath will support your transition including the regulatory authorisation process (and managing notice period arrangements), data transfer, agency establishment, policy novations, revenue reconciliation models, reporting, systems, training, CIP and documentation. We aim to make the process as seamless as possible, and can provide guidance and support you every step of the way.
Fast! For established firms with a good compliance history, we can support a swift transition to ValidPath and help you manage the logistics of transitioning from your current network authorisation including managing your notice period and all arrangements to get you operational with ValidPath with confidence.
At ValidPath, we are platform and product agnostic and believe that you should have the freedom to choose your business model, products and platforms to best suit your business and to serve your clients in their best interest. We have no commercial incentive other than to support best support your clients.
Yes, we are platform and product agnostic. ValidPath is authentically independent, and you can choose the products and platforms that best suits your business and your clients' needs.
Yes. Our compliance team is available on-demand to support you with your advice and compliance questions, and we have a range of resources and guidance available for Members.