To drive together, as ‘Compello’ stands for, is the basis on which our business is built. This extends to our incubator services with our key aim being able to facilitate the growth of your business. Our key priority is providing a core service, provided by our team of experts, working directly with you to achieve your goals.
Bring your team… and we’ll do the rest.
The services we offer are built around our desire to enable you to take your business to the next level. We understand no two businesses are the same, and our fully bespoke approach mirrors this. We have the infrastructure available to offer a fully customisable incubator service, enabling you to to focus on what you do best, servicing your clients and growing your business.
Whilst all services are tailored, below is a brief summary of the services we can offer.
Compliance, Regulatory and Company Secretarial Services
Remove the regulatory burden of being an FCA regulated firm, by operating as our Appointed Representative, which sits under our compliance framework and ensures you operate compliantly.
- Appointed Representative status
- TOBA Management
- Conduct and Risk Register Assessments
- Ongoing compliance support
- Company secretarial services
- FCA & Lloyd’s of London application assistance (separate service)
Access to capacity
In an ever-increasing competitive market, access to capacity is ever more challenging. At Shepherd Compello, we have built an unrivalled capacity panel of A Rated carriers across various markets and geographies. We can make those introductions, as well as assisting the preparation of adequate business plans and proposals, to ensure that your business can trade from day one.
Financial & IBA Management
We employ a team of experience finance professionals, both accounting and IBA Management, to manage your finance needs.
- Monthly Management Accounts
- Separately designated Office and Trust bank account maintenance and reconciliations
- KPI and Finance reporting tailored (budget & cashflow forecasting/divisional and cost analysis)
- Assistance in year end financial statement and audit if required
Technical & Claims
Our Technical expertise, driven by a team of experienced professionals with a breadth of knowledge, are fundamental to providing our clients with excellent levels of service.
- Written and paid Bordereaux production
- Xchanging and Composite market submission and reconciliation
- Broker & Client Portals allowing instant quote & bind capabilities
Get in touch now
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