Rules and ethics
What UK GDPR and PECR require from appointment-setting agencies
UK GDPR PECR appointment setting rules: lawful bases, legitimate-interest tests, corporate subscriber calls, ICO guidance and records agencies must keep.
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Rules and ethics
Rules and ethics
Cross-border outreach UK GDPR transfers and call rules
Cross-border outreach UK GDPR transfers, email and call rules for UK agencies targeting EU and US prospects, with state privacy, time-zone and record checks.
Rules and ethics
Three compliance checks when opening a Birmingham sales office
Birmingham appointment setting means checking three things before you open: ICO registration, PECR compliance and a recruitment plan that fits local pay.
Rules and ethics
How IR35 changes contractor status at a UK appointment-setting agency
IR35 appointment setting contractors: how off-payroll working rules, the small-company exemption, CEST and status-determination statements change UK agency hiring.
Rules and ethics
How FCA financial promotions rules apply to outsourced sales teams
FCA financial promotions outsourced sales teams must follow s21 approval, COBS 4 conduct rules and record-keeping duties when booking UK meetings.
Rules and ethics
A guide to selling into the UK public sector and its frameworks
UK public sector procurement appointment setting means knowing Crown Commercial Service frameworks, Find a Tender, the 2015 Regulations and social value rules.
Rules and ethics
How to brief an appointment setting agency for accountancy firms
Practical briefing pack for accountancy firms using an appointment setting agency: niche definition, compliance wording and partner level qualification rules.
Rules and ethics
Appointment setting for accountants: how to pick a UK agency
How UK accountancy firms can vet appointment setting agencies on data protection, confidentiality, script safety and professional body expectations.
Rules and ethics
What are the advertising rules for appointment setting agencies?
A checklist on advertising rules for appointment setting agencies: CAP Code claims, ICO direct marketing duties and the contract terms behind what you promise.
Rules and ethics
How to review appointment setting agencies commercial contracts
A practical guide to the contract terms that appointment setting agencies and clients should agree, from appointment definitions to data and exit clauses.
Rules and ethics
Data protection before sharing prospect data with an agency
Data protection checks before sharing prospect data with an appointment-setting agency: lawful basis, UK GDPR terms, PECR screening and provider vetting.
Rules and ethics
Check your appointment setting agencies disclosure policy
A practical appointment setting agency guide to disclosure policies, covering caller identity, TPS and CTPS screening, call recording, scripts and records.
Rules and ethics
Cold calls or consent first, what appointment setting agencies UK regulations require
PECR consent, employment status and advertising claims: how appointment setting agencies UK regulations apply to outsourced sales teams in England.
Rules and ethics
What the UK rules on appointment setting agencies mean for outsourced sales teams
A practical guide to the law and ethics governing appointment setting agencies in the UK, from cold calling rules to contracts and company transparency.
Rules and ethics
Financial adviser appointment setting: checks before the first dial
Pre-dial screening for adviser campaigns in the UK: TPS and CTPS checks, suppression lists, lawful basis, dialler limits and the records to keep.