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Compliance

Tools, worded carefully.

Every calculator we build is an illustration, not advice. It shows its assumptions, it depends on the visitor's circumstances, and it tells them to speak to your firm before acting.

For firms regulated by the FCA, we word tools to be clear, fair and not misleading, and to support the consumer understanding outcome of the FCA's Consumer Duty: plain language, assumptions on show, no implied promises, and the route to a human made obvious.

For firms regulated by the SRA, tools that touch price are mapped to the SRA Transparency Rules cost fields, so a conveyancing estimate shows the same cost elements your published price information must. The SRA's own guidance on the rules contemplates online price calculators, provided standard price information is not hidden behind a consultation, and we build to that.

Compliance sign off of any live client tool sits with you, not with us. We build to be signed off: we show our workings, we change what your compliance people ask us to change, and nothing goes live for a regulated firm until they have said yes.

And because rates and thresholds move, every tool can sit under Tool Refresh, priced on our pricing page, which restructures it against the current rules whenever they move.

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