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Frequently asked questions
How can an example template provide the same value as a traditional advisory firm, and how does it save us money?
Our solutions are not just any example templates; they are expertly crafted systems built on decades of front-line experience. They provide a fast track to compliance, by being easy to adapt, saving you the high cost of custom advisory. By giving you a proven foundation, we enable your team to focus on implementation, ensuring you protect profits and achieve efficiency without compromise.
Our firm is unique. How can a standardized template be truly effective for our specific needs?
Our solutions are designed for empowerment. We give you a comprehensive, expert-designed starting point that handles a big part of your initial work. You maintain full control to easily customize the remaining part of the work (policies and procedures + implementation) to fit your unique operational structure. This provides both the security of a proven framework and the flexibility you need.
What’s your refund policy?
You can apply for refund within 15 days after the purchase. We would be very happy to hear the feedback and improve. In fact, we look forward to hearing from you in any case.
How do you ensure that the example templates are up-to-date and of the highest quality?
Our commitment to excellence is our foundation. The example templates are the direct result of our 20 years of experience with top financial institutions. We continuously monitor and interpret changes in CSSF and EU regulations. When a critical update occurs, our templates are revised to ensure they always reflect the highest standard of quality and compliance.
What happens when regulations change? Are the templates updated?
We built our brand on integrity. We understand that regulations are not static. Our business model includes ongoing maintenance of our core solutions. When you purchase a template, you can also subscribe to our update service, which provides a fast and efficient way to receive all major revisions as new regulations are implemented.
When should we choose templates, and when should we engage you for full advisory services?
This decision is about clarity and your needs. Our example templates (easy to adapt) are the ideal solution for firms that have a capable team and a clear understanding of their objectives. For complex, large-scale projects or when you require hands-on support, our advisory services provide the in-depth expertise and personalized attention you need to succeed.