TGR Standard
TGRStandard has been designed for incorporated IFA firms which fall within category A1 and B2 as registered with 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 and gold cells are pre-formatted and are either calculations or Lookup cells. 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..