TGR Basic
TGRBasic has been designed for incorporated low resource IFA firms reporting to the Financial Services Authority. The report is excel based and has inbuilt print parameters enabling the user to print individual pages or the whole report. The workbook, once completed, gives the user the ability to enter the periodic return onto the FSA’s Firms-on-line swiftly and confidently and provides a permanent record of the report as part of the user’s working papers.
The workbook covers the whole return. The financial sections have full connectivity between the relevant pages. The demonstration on this web site shows the order in which the designer completes RMAR’s for his clients. Please take time to view the demonstration as this will help you complete the return and get the best results from TGRBasic.
Most cells within the workbook are colour-coded. Yellow cells require an entry by the user, gold cells are pre-formatted and are either calculations or Lookup cells and grey cells mean no entry is required.
Please do not amend, alter, edit or change any of the gold cells as TGReports will charge you for a replacement workbook.
Certain sheets within the workbook contain dropdown options which coincide with the FSA’s firms-on-line report for the RMAR.
Some worksheets extend beyond the right hand margin when opened up. Please do not forget to tab right to ensure that the full report is completed and no sections are missed.