CQS Policy Templates
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CQS Business Continuity Policy/Plan
Accredited firms must develop bespoke CQS business continuity plans, tailored to operational dynamics, risks, and resources, considering COVID-19 challenges and cyber threats. Regular annual reviews are vital.
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What is in a CQS Client Care Policy?
The 2022 version of the CQS Core Practice Management Standards (CPMS) mandates CQS firms to establish a policy addressing client care (s6.1). So what does a CQS Client Care Policy Include? As will all policies, the CQS Client Care Policy will need to be drafted or adapted based on the specific approach that your firm takes…