Global ‘Top 10’ Investment Management Firm Selects Accord For SMCR

Julian Sammells

Julian Sammells

Julian has been in sales for over 30 years. His experience has confirmed that success in sales is linked to a happy customer base. He and his team understand that the implementation process is key to attaining this outcome and work closely with the on-boarding consultants to ensure a seamless transition from contract to 'live'.
Investment Management Firm Selects Accord

Worksmart are thrilled to announce the addition of one of the world’s ‘top ten’ Investment – Asset Management organisations as customers for our dedicated SM&CR solution, Accord.

Accord will manage their compliance with the SM&CR rules for their UK operation, based in London. The organisation chose Accord over other products because of its functionality, its intuitive user interface, our relationship with the trade bodies and our regulatory expertise. 

If you would like to know more about how Worksmart can help your firm’s compliance with SM&CR, please contact our firendly team on; 01908 613613.


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