Conduct assessment
99 rules across licensing, advice, onboarding, privacy, complaints, digital channels, board oversight and binder governance — delivered in short tranches.
Provantis shows you where your practice stands, tells you what to fix first, and produces the evidence afterwards. Every finding names the provision behind it.
"131 live readiness rules; some checked automatically, the rest attested a tranche at a time."
99 rules across licensing, advice, onboarding, privacy, complaints, digital channels, board oversight and binder governance — delivered in short tranches.
32 cyber-readiness rules mapped to Joint Standard 2 of 2024, with applicability left for professional review.
Privacy notice, licence disclosure, PAIA manual, mail authentication and lookalike domains — checked without any account.
Reads policies and manuals, then reports what is missing against the relevant control set.
Fit & proper, CPD, key individual coverage — tracked per representative.
"A list of ninety gaps is not help. On any given Tuesday there is a defined next action."
Ordered by exposure and effort, provision cited, plain-terms fix. The most important gap is always at the top.
Board-ready, assembled from your own inputs. Aligned to JS2 of 2024 and NIST SP 800-61 r2.
A clear view of the third parties your obligations travel through, with concentration-risk warnings for critical vendors.
Plain-English question → answer with citation and confidence level. Unverifiable clause references are removed rather than shown.
"Compliance is about whether you can demonstrate it, on a date, in a form someone else accepts."
Dated, version-stamped records produced from your own attested inputs for an authorised reviewer to assess.
Code + checksum. Anyone can confirm a Provantis report is unaltered — no account needed.
Alerts when your posture changes between scans so a new gap never ages quietly.
One consolidated position across both pillars. Drill into any of it.
A free snapshot of conduct and cyber signals visible on one public homepage. No card required.
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