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Preparing the RegData report
There are a few things to consider before you start the RegData report, such as: Have you entered and updated the Staff/Advisers list? This can be found in “Settings > Staff/Advisers”. Have you entered any complaints against the business? These can ...Where Do I Show I Receive Income From Giving Investment Advice?
Click Settings Click General. The IFA Settings General screen is displayed. Income for Investment Advice is the first drop down box selection. click SAVE when doneHow Do I Enter My Adviser Charge rates?
Click Settings Click My Charges My Charges page is displayed 4 rows are provided to record Initial Charges and 4 rows are provided for Ongoing Charges Use the tick boxes on the right hand side of the screen to activate the rows that match your ...Where Can I Find The Complaint Register?
Click Settings Click Complaints The list of existing complaints is displayedHow Do I Complete The Complaints Register?
Select Settings Select Complaints Click Add complaint Complete each of the data entry boxes in turn on the screen; Date Received - Date advised of issue Client - Select from the list. Use the + to quick add a client if necessary Advisor - Select from ...
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How do I get the data for the Baseline Financial Resilience Report - FIN073 ?
Please ensure that system has been updated to include all transactions up to date the reporting date. Check your data entry is complete and accurate by agreeing the system's bank balance(s) to bank statement. The FCA has a 20 business day deadline ...Where Do I Show I Receive Income From Giving Investment Advice?
Click Settings Click General. The IFA Settings General screen is displayed. Income for Investment Advice is the first drop down box selection. click SAVE when doneHow Do I Enter My Adviser Charge rates?
Click Settings Click My Charges My Charges page is displayed 4 rows are provided to record Initial Charges and 4 rows are provided for Ongoing Charges Use the tick boxes on the right hand side of the screen to activate the rows that match your ...Where Can I Find The Complaint Register?
Click Settings Click Complaints The list of existing complaints is displayedHow Do I Complete The Complaints Register?
Select Settings Select Complaints Click Add complaint Complete each of the data entry boxes in turn on the screen; Date Received - Date advised of issue Client - Select from the list. Use the + to quick add a client if necessary Advisor - Select from ...