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SARA
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SARA Settings

Read-only SOA Pre-Vet compliance check catalogue.

Index Title Review Type Advice Type SOA Inclusion Required Documents Severity

Select or create the client first, then upload the advice document and run the compliance pre-vet.

Step 1

Client

Record of Advice options

One input feeds the s946B reliance test (RA-01).

Documents

Drag & drop or click to browse. SARA auto-tags each file by its name — correct the type if needed. Word, PDF and text files accepted.

Drop files here or click to browse
Tip: name files like DocType_Date for the best auto-tagging

What to upload

Coverage for the selected check.

    SARA 2.0 is an AI compliance assistant and a first-pass aid only. It does not replace adviser judgement or compliance sign-off. Results should be reviewed before any advice is released to a client.
    Pre-vet Result

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