For insurance brokers looking for the most effective and efficient method of ensuring vital compliance with Financial Conduct Authority (FCA) rules and reports, the Green & Co team have a wealth of experience in this heavily-regulated sector.
Our service includes:
Client money reports
We are highly experienced in providing client money reports, monitoring your compliance with the rules relating to the holding of client money and associated record-keeping as required by the FCA.
We can provide up-to-date financial figures to input into your G.A.B.R.I.E.L reports with our management accounts.
Our systems have been designed to meet all of the detailed and complex criteria set by the FCA in relation to client money and any related rules, and we always stay aware of the ever-increasing changes in regulatory requirements.
Failure to comply with the FCA's client money rules can have serious consequences, but we can ensure that you maintain adequate systems that comply with the rules and meet your reporting requirements.
Get in touch for a free initial consultation on FCA compliance.