FCA reporting made simpler

Completing FCA RegData returns can be a time-consuming process. Businesses need to ensure financial information is accurate, reporting requirements are met and submissions are completed on time.

MyRegData is designed specifically for directly authorised IFA businesses, bringing bookkeeping and FCA reporting together in one system. By helping you keep your records organised throughout the year, it makes preparing and completing your RegData return more efficient.

Once your business is set up and trained, you can complete all sections of your FCA RegData return using MyRegData in under 30 minutes.

Preparing your RegData report

Accurate reporting starts with good preparation.

To help firms get ready before completing their return, we've created a Preparing the RegData Report guide.

The guide walks through the key checks to complete before generating your report, including reviewing staff and adviser records, checking bookkeeping information, confirming charges and ensuring your firm settings are up to date.

It also explains the process of creating, reviewing and submitting your report through MyRegData.

Training and support

If you're new to MyRegData or would like additional guidance, one-to-one software training sessions are available.

These sessions focus on helping users understand how to navigate the system, enter data correctly and complete their RegData reporting more efficiently.

1. One-hour training session
2. £150 + VAT
3. Delivered remotely by a member of the MyRegData team

To arrange training, contact us on 0161 413 5070.

Need help with FCA reporting requirements?

MyRegData is designed to help businesses complete their RegData reporting efficiently, but it does not provide regulatory or compliance advice.

If you require support with FCA reporting requirements, regulatory obligations or how information should be reported, you should speak with your compliance support provider.

Businesses that are members of SimplyBiz, Paradigm, Verve or CATS may be able to access additional support through those organisations.

Partners and pricing

We work with a number of industry partners and provide discounted rates for their members.

If you're an IFA and your network is listed in the dropdown below, you may qualify for a discounted rate. If your network isn't listed, ask them to contact us on 0161 413 5070.

Pricing

£622.50 per year

or

£62.25 per month

Both prices exclude VAT.

Get started with MyRegData

Reduce the time spent preparing your FCA RegData returns and keep your reporting and bookkeeping together in one place.

Stay informed

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