Financial Services Companies are legally obliged to preserve records for at least seven years. RHDS understands the need for quick and easy access to those records - a client may ask a question, or HMRC may make enquiries. To ensure urgent client requests to view documents are met, we guarantee a service level agreement of 30 minutes from receipt of request to delivery to your desktop. Our intelligent tracking system also provides an auditable chain of custody.
We can help :
- Independent Financial Advisors
- Tax Advisors
- Insurance Brokers