Adviser verification
What we check before listing advisers (demo workflow).
Verification steps (model)
- Collect registration body and number (OISC/SRA), plus declared level.
- Manual check against the official public register.
- Record evidence and date/time of verification.
- Re-check on schedule (e.g., quarterly) and on any complaint/flag.
Demo verification log
| Adviser | Body | Reg # | Level | Checked | Status |
|---|---|---|---|---|---|
| Amira Khan | OISC | F123456 | Level 1 | 2025-12-23 | Verified |
| Daniel Price | SRA | SRA123456 | Solicitor | 2025-12-23 | Verified |
| Sana Hussain | OISC | F654321 | Level 2 | 2025-12-20 | Needs review |
Production note: verification evidence should be stored securely with role-based access, audit logs, and a re-check schedule.