A service suite as bespoke as your business

A foothold in one of the world’s most dynamic markets. A springboard to get a new venture off the ground. Whatever it is you need to take your business to the next level, we have the experience, skills and operational infrastructure to deliver.

Draw from our diverse service suite to create a truly tailored support package that leaves you free to focus on building your business.

proposition development

  • Draw on our expertise to refine your business and marketing plans, and leverage our relationships to reach potential capacity providers
  • Learn from our experiences and test your assumptions in a safe environment
  • Develop a robust financial plan, cash flow forecast and put your business plan through a thorough regulatory review
  • Work with our experienced team to transform your ideas into genuine opportunities

regulatory permissions

Become an appointed representative of OneAdvent and benefit from our FCA permissions and regulatory support.

  • Launch quicker under the OneAdvent regulatory umbrella
  • Application support for Appointed Representative and Approved Persons
  • Benefit from our ready-made compliance framework and the supporting policies and procedures
  • Receive expert help with complaints processes, sanction checks, TCF and IDD
  • Annual regulatory returns
  • Umbrella PI insurance
  • Board representation and business guidance

compliance and regulatory support

Let OneAdvent take on the burden of regulatory compliance so you can focus on what matters most – growing your business. Our established and practical governance framework provides all the required controls for a complete compliance solution.

  • TOBA management
  • Introducer and distribution agreements
  • TCF and conduct risk assessment
  • Binder renewals
  • Briefing on key compliance issues
  • Product governance and oversight
  • Risk register

finance, accounting and credit control

Outsource all your finance needs to our experienced accounts team.

  • Bookkeeping
  • Expense management
  • Payroll services
  • Credit control
  • Payment services
  • Cashflow forecasting
  • Easy-to-use management information reporting suite, and live KPI dashboard
  • Monthly and quarterly finance reporting

policy admin system

Our customisable, in-house policy admin system turns the burden of day-to-day administration into an enabler for growth.

  • Risk input
  • Endorsements and cancellations
  • Broker portal
  • Bulk import of risk data
  • Binder management with rule and limit enforcement
  • Document production
  • Risk and Premium BDX production
  • Automated sanction checking
  • Management Information
  • Payment gateway and Direct Debit integration
  • Full IBA accounting
  • Secure API integration to third-party systems
  • Scalable, secure cloud platform

premium processing and BDX production

We provide the support you need to receive, reconcile and disburse insurance premium, from producing BDX to chasing down outstanding payments.

  • Preparation of monthly risk, premium and claims BDX
  • Submission onto market processing systems
  • Reconciliation of premium and claim payments
  • Banking services
  • Wholesale distribution credit control
  • Separate risk transfer and client money environments

london office space

There’s no need to invest in a central London office when you can use our flexible working space.

  • Central location by Bank Underground station
  • Boardroom and ad-hoc meeting areas
  • Hot desking
  • Super-fast internet
  • Franking & printing
  • 24-hour reception
  • Great coffee on tap

company secretarial services

From registering your business with Companies House to producing detailed minutes from your board meetings, our company secretarial services have you covered.

  • Review and maintenance of statutory registers
  • Filing of annual accounts and confirmation statement
  • Preparation of minutes and resolutions, and associated statutory filings
  • Corporate governance gap analysis and annual programme of corporate governance matters
  • Drafting of terms of reference, matters reserved and board meeting agendas

preferred partner network

Whether you’re looking for beneficial rates for preferred IT systems, actuarial analysis or a fully outsourced HR function, we have a network of proven partners to support you.

  • Human resources
  • IT services and help desk
  • Marketing and communications
  • Copywriting
  • Actuaries
  • Payroll
  • Compliance consultants
  • Lawyers
  • Company secretaries
  • proposition development
  • regulatory permissions
  • compliance and regulatory support
  • finance, accounting and credit control
  • policy admin system
  • premium processing and BDX production
  • london office space
  • company secretarial services
  • preferred partner network