The FCA have formalised the COVID resilience survey in to a RegData submission FIN073 Baseline Financial Resilience Report – required quarterly. Firms that will be brought into scope of FIN073 – which is most firms with a few exceptions – will need to be prepared to submit the return when it is due, from January […]
The UK has long been a leader in the world of financial services, being the seventh largest in the OECD in 2018. With a growing number of start-ups and small businesses getting involved in financial services, there’s also an increasing need for clear regulation and good governance. Do we need the Financial Conduct Authority? Until […]
There are many reasons and each IFA has their own specific purpose in mind for their purchase. We have compiled a few of the main reason’s customers have provided as to why they made the decision to invest in the software: – Saves time – Ian at 365 Financial Planning said “…an excellent product and […]