Skip to the content


Why would a firm need a ‘performance snapshot’ for their business?

After ticking all of the mandatory boxes to be in business, why would a firm then need to get a performance snapshot report by completing a Gilchrist Standard assessment?

Here are five key benefits that an annual Gilchrist Standard assessment offers.

Get a performance snapshot for your firm, when you need it most.

Every firm is feeling the pressure. The future for many businesses has moved from being broadly controllable to being broadly uncertain. And so, in times of uncertainty, it is up to each firm to focus on the elements that can be controlled, those that can be measured and those that can give stability in an uncertain world.

Operational Resilience in Challenging Times

Operational resilience is always going to be tested when faced with unprecedented challenge, which is why the Gilchrist Standard team has extracted a few key data insights from brokers that have undergone the assessment process, which highlight the measures firms should have in place.

Why concise reports are vitally important.

While focussing on pertinent content takes time, it is time well spent. Every professional person is bombarded with information each day, some of which goes unread and unanswered due in no small part to a lack of time.

"If You Always Do What You've Always Done, You'll Always Get What You've Always Got."

How does a firm honestly know if their compliance provision is up to par and covering the full range of issues that should be addressed?