RQ for ICAEW member firms
How ICAEW member firms use RQ to manage referrals compliantly. Track introductions with DPB oversight, consent capture, and audit trails.
RQ for ICAEW Member Firms
RQ helps ICAEW member firms manage referrals with built-in DPB compliance. Track introductions to financial advisers, capture client consent, and maintain audit trails for ICAEW inspection.
How ICAEW firms use RQ
- Send referrals to financial advisers with structured workflows and consent capture
- Track referral outcomes and revenue from introducer relationships
- Maintain compliant records for DPB-regulated activities
- Manage relationships with your panel of introducers in one place