Our three key pillars

Our value proposition focuses on three key pillars: community, governance and scale

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  Community

  • High quality, like-minded, successful self-licenced businesses.
  • Dedicated team of experienced professionals.
  • Providing strong insights and solutions to the unique challenges and opportunities facing self-licensed businesses.
  • Dedicated Advisory Council providing direction, support, guidance for continuous improvement of our offer.
• 

  Governance

  • Comprehensive and tailored one-on-one support including licensee risk and compliance frameworks, disclosure documents, policies and procedures.
  • Responsible Manager forums that address your core licensee obligations and assist you to respond to legislative and regulatory change.
  • Responsible Manager and best practice training, development and updates.
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  Scale

  • Peer recommended and endorsed business solutions.
  • Access to significant benefits through preferred third party business solutions, e.g. professional indemnity insurance, technology solutions and research.
  • Access to preferred terms and pricing from across the BT Financial Group.