this page is for registered
account holders only.

Click the link below.
enter your account details.

Place Your order.


Please have the following information selection ready when proceeding to order:

Financial Product/s.

Location Demographic.

Volume Order.

Case Management Preference.

Cost & Grade.


Final distributed Client Case File (CCF) reports are offered in PDF format & Hard Copy.

Both options adhere to GDPR compliance. Minimum order 20 CCFs/mth - Max order 40 CCFs/mth.

A deposit of 50% is required on all orders (Plus VAT). The balance paid within 3 days of receipt of the CCFs.

Packaged CCFs can be distributed in bulk or spread over a pre-agreed period of days.

Current lead time from order to distribution is 6 weeks.


We operate a full refund policy on any CCF orders that fail to convert to the prescribed product audit rating, or as a consequence of the client withdrawing from the service provision, within 14 days of receipt.

Such refunds are in the form of a full re-credit CCF replacement, like for like product

(Pension - Investment - Mortgage). All portal feeds are updated every 24 Hrs.

We cannot accept double bookings of batch orders within the same month period beyond the maximum batch figure of 40 CCFs per corporate account holder unless otherwise agreed.


You will receive a confirmation email detailing your order placement, distribution date and invoice.

Should you have any queries, please contact us by emailing, quoting your account number and detailing your query.