Tool
Compliance Calendar Generator
A guided adviser-prep worksheet that turns user facts into source-linked questions, evidence gaps, and next steps.
evidence
Adviser-prep output
Use this worksheet to organise the first conversation. It is not a legal conclusion; it turns your current facts into questions, evidence gaps, and source links.
Output should include
- risk prompts
- evidence checklist
- official-source links
- adviser questions
Official-source starting points
Related pages
Tool outputs are issue-spotting aids only. They are not legal advice, do not determine whether a licence is required, and must be checked against official regulator materials and professional advice.