Package

Governance Retainer

A board technology pack every quarter, and a regulatory update whenever a rule that affects you changes.

Who it’s for
Clients who have completed an audit or Blueprint
Turnaround
Ongoing
Price
$3,500 per month

What you receive

  • Quarterly board technology pack
  • AI register upkeep
  • Vendor reviews
  • A regulatory update within 10 business days of any rule change that affects you
  • Regulatory Review Record
  • One-page board summary, signed by your adviser

How it works

  1. Step 01

    Begins after an audit or Blueprint, so the baseline is already known.

  2. Step 02

    Each quarter the board receives a technology pack and a signed summary.

  3. Step 03

    The register is reviewed monthly; you hear within 10 business days of a change that affects you.

  4. Step 04

    Vendor and AI register reviews run on a schedule agreed with you.

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