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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 – 06.06.24

Demystifying charity investments with Buzzacott and Rathbones

Join experts from Buzzacott and Rathbones for key insights on investment governance and strategic decision-making. … Read more

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130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk T +44 (0)20 7556 1200

Annex IV, Form PF, CPO-PQR reporting services

Buzzacott are experts in assisting regulated firms with transparency reporting which includes, Annex IV, Form PF and Form CPO-PQR. We'd be delighted to discuss how we can help assist your team with the considerable challenge.

How we can support your firm's reporting requirements:

Your challenges	How we can help
Data management: gathering calculating, and presenting data demands a lot of time and resources.	Gathering data accurately and efficiently, and from multiple sources, is a process that we have mastered. We will then manipulate it to take the relevant parts as required by the regulation in question.
Lack of automation: resulting in a slow, laborious and cumbersome process.	Our advanced reporting tools leads to greater efficiency with fewer errors meaning a more timely and accurate reporting cycle.
Reporting quality: essential for the regulator and critical for your firm's reputation.	Our meticulous review and validation of your reports ensure that they meet the highest standards and regulatory expectations.
Ever-evolving regulatory landscape: constant changes mean constant distraction for your team.	We are on top of regulatory updates, so that your reports will meet the latest regulatory standards.
Jurisdictional reporting: reporting to various jurisdictions can be complex and time-consuming and require access to conversion software.	Our experienced team know the landscape back-to-front. We can accommodate your UK, US, and EU reporting requirements as required.
Maintaining back-ups: compliance demands keeping submitted returns and data back-ups.	We provide back-ups for all submitted returns, ensuring a clear audit trail.

Our unrivalled technical expertise, and the depth and longevity of our client relationships, have earned us a reputation in advisory services that is second to none.

Through expert knowledge and process automation we help absorb the reporting burden and strengthen business performance. By anticipating upcoming events, including regulatory changes, we ensure our clients are always fully prepared.

The Buzzacott difference

Communication, service, and value for money have helped us earn clients' trust for well over a century. Supported by a proactive and agile culture, and the smart application of technology, we believe our offer remains unmatched in the marketplace.

Our far-sighted, detail-focused approach, helps clients accommodate the ever-evolving regulatory landscape, unburdening them from the distractions of reporting.

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