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Webinar

MAY 28, 20261 MIN READ

Inside REP027: Preparing for the FCA's New Monthly Safeguarding Return

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This applies to PIs/EMIs in the UK

If you're up against REP027, this webinar is for you. Dan and Fiona covered:

  • Exactly who's in scope and which sections of the return apply to your firm
  • What you'll actually be reporting each month - balances, reconciliations, acknowledgment letters, notifiable CASS breaches
  • How you can use technology to build a repeatable monthly reporting process that takes minutes, not days

More Resources

Webinar Slides