Products
The FSA expect firms to have sufficiently robust financial systems and controls and such systems and controls are part of the compliance process. Understanding the financial implications of decisions made and the impact they have on financial resources is an important part of financial compliance. To assist the IFA or their advisers produce a compliant report we offer:
TGR Basic
Designed with the Category B3 Low Resource Firm in mind, TGRBasic covers the complete return and:
- Cross references relevant items between profit and loss, balance sheet and financial resources
- Only includes appropriate financial resource requirements for Non-ISD Personal Investment Firms
- Allocates verified/unverified profits correctly
- Brings fee data and PI data into financial resources
- Provides full connectivity between financial resources schedules
- Calculates all totals in line with RMAR reporting
TGR Standard
Designed with the Category A1 through B2 Firm in mind, TGRStandard covers the full return and:
- Cross references relevant items between profit and loss, balance sheet and financial resources
- Includes all financial resource requirement calculations for ISD Personal Investment Firms
- Allocates verified/unverified profits correctly
- Brings fee data and PI data into financial resources
- Provides full connectivity between financial resources schedules
- Calculates all totals in line with RMAR reporting