This document is only available with a paid isurv subscription.

Firms cannot provide an efficient, transparent and complete service to clients without accurate and up-to-date accounting. Advantages of effective policies and procedures include the following: Accurate, effective and transparent recording of client account transactions helps to mitigate the risks of fraud and error. Effective controls help to prevent errors and irregularities. If errors...

Explore the subscription options here to get full access to isurv, including downloads.

Try isurv for free!

You can get instant access to a free, 7-day trial of isurv simply by filling in the free trial form. Please note that the free trial includes full access to isurv with the exception of downloadable content which is only available with a paid subscription.

Sign up for the isurv newsletter, to receive a monthly round-up of the latest isurv updates.

For further questions, don't hesitate to call: +44(0)247 686 8555.