01 · Section
On documentation versus advice
Why DC-SERVICES rigorously holds the documentation line and what that means for clients.
Insights · Publications
DC-Services UK Publications
Selected reference notes from DC-SERVICES on documentation method, retention practice and the boundary between documentation and advice.
02 · Module
Retention Notes
Practical guidance on long-life dossier custody.
Active · Reviewed
Read governance03 · Module
Boundary Notes
Where documentation ends and advice begins.
Active · Reviewed
Read governanceInsights · Body
Reference material, not marketing.
DC-SERVICES publications are short, practitioner-facing notes — not white papers, not sales material.
02 · Section
On retention envelopes
How long sealed dossiers should be held and under what access conditions.
03 · Section
On independence in practice
Operational consequences of the firm's independence policy.
Insights · Questions and answers
Questions clients ask about this page.
Short, factual answers stated in the same wording the firm uses in every scope letter, supervisory record and rejection-register entry.
Q01
What does this FAQ page cover at DC-SERVICES UK?
Selected reference notes from DC-SERVICES on documentation method, retention practice and the boundary between documentation and advice.
Q02
Does Digital Claims Services Limited hold client assets or execute transactions?
No. DC-SERVICES UK is non-custodial. The firm does not take possession of client assets, does not place trades, does not act as a fund administrator and does not move funds on behalf of any party.
Q03
Does DC-SERVICES UK provide investment, tax or legal advice?
No. The firm produces structured documentation only. Investment, tax and legal advice fall outside the permitted activities and are not offered on any page of this site.
Q04
Who signs off the work that is released?
Every record passes a two-stage supervisory signoff. Stage one verifies internal consistency and source coverage; stage two, performed by a named senior reviewer outside the originating team, confirms release readiness. Released records are sealed into the archive; any rework is logged in the rejection register and re-entered into stage one.
Q05
How are conflicts and independence handled before an engagement starts?
Each engagement begins with a written scope letter, a conflicts register check and an independence screen. Records that fail any check are not released externally; the failure is logged in the rejection register with a reason code.
Q06
How are released records stored and referenced after delivery?
Every released record is sealed into the firm's archive with a numbered release identifier and the two named signatures from the supervisory signoff. Counterparties can quote the release identifier in their own files; the firm retains the sealed version unchanged for the full retention period defined in the scope letter.
Continue · Insights
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