Whether you are a wealth manager, financial adviser, planner or banking firm, Model Office is a concept that uses ongoing market and compliance-driven research to benchmark your working environment against 5 keys that demonstrate sustainable and professional best practice.

This diagnostic test is the first stage in a process of strategic professional development, which aims to gain a fuller understanding of where the firm is ‘at’ in relation to the key business, people, digital and regulatory development issues.

Engage Insight will update MO's diagnostic platform quarterly so that your business can keep track of new regulatory directives, relevant final guidance and discussion papers and our industry best practice research benchmarks.

The purpose of the diagnostic is to encourage holistic and strategic thinking, and benchmark the firm’s performance against professional good practice and learn more about your personal view of the firm’s performance in the 5 key areas:

• Your focus
• Your engagement
• Your promise
• Your systems
• Your people