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News – 10.04.24

Form PF: Are you up to speed with the latest developments?

Through this insight we will bring to your attention the main changes in a bitesize manner so that you can stay abreast of the requirements as they may apply to your firm. … Read more

Insight

Tax relief on heritage assets: Am I eligible?

For assets considered to be of national heritage, relief from Capital Gains Tax and Inheritance Tax is available. … Read more

Upcoming event – 13.06.24

VAT update for charities

VAT insights for charity finance leaders. Stay current with the latest case law analysis and HMRC updates for informed, compliant financial strategies. … Read more

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Financial services upcoming deadlines

Here's a list of your target dates for the quarter that can be added to your Outlook calendar.
Click on the key dates to download your updates.

FCA Regulatory returns to be submitted on RegData

Deadline: 29 April 2024

Deadline: 14 May 2024

Deadline: 25 March 2024
FSA029 Balance Sheet FSA029 Consolidated Balance Sheet (2) REP-CRIM Financial Crime Report (3)
FSA030 Profit and Loss Account FSA030 Consolidated Profit and Loss Account (2)

Deadline: 24 April 2024
MIF001 Own Funds MIF001 Consolidated Own Funds (2) FIN-A Annual Report and Accounts (3)
MIF002 Liquid Assets MIF002 Consolidated Liquid Assets (2)

Deadline: 30th April 2024
MIF003 Monitoring Metrics MIF003 Consolidated Monitoring Metrics (2) MIF008 Remuneration (3)
MIF004 Non-K-CON Concentration Risk (1) MIF004 Consolidated Non-K-CON Concentration Risk (1),(2) REP001 Close Links Report (3)
FIN066 Capital adequacy for CPM firms Complaints DISP 1 Ann 1R (4) REP002 Controllers Report (3)
FIN067 Additional Reporting for CPMI Firms FSA038 Volumes and type of business (4)

Deadline: 26 June 2024
  FSA039 Client Money and Client Assets (4) REP-CRIM Financial Crime Report (4)
  FIN074 Economic Crime Levy  

 

Transparency/ Portfolio data reporting - Annex IV, Form PF and CPO-PQR

Deadline: 29 April 2024

Deadline: 30 April 2024

Deadline: 30 May 2024
Form PF for Private Fund Advisers (Annual filers) (5) AIF001 AIFMD - Manager Data Form PF for large Hedge Fund Advisers (6)
  AIF002 AIFMD - Fund Data

Form CPO-PQR

 

(1) applicable to Non-SNI

(2) applicable to Investment Firm Groups

(3) applicable to firms with December year end

(4) applicable to firms with March year end

(5) 120 calendar days from the year end

(6) 60 calendar days from the quarter end

Get in touch by filling the form below to speak to one of our experts.

 
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