Back office data and Regulatory data

richallumrichallum Administrator

This is about FCA returns for RegData/GABRIEL.

Does anyone use their back office system to extra the data to complete these? If so:

  1. Does it give you the data in exactly the form needed to complete the return without any manual manipulation of the totals?
  2. If so, which system do you use?
  3. if not, how do you do it?

Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

Comments

  • Suse1969Suse1969 Member

    Hi Richard, just saw this post. Yes, Intelliflo and Xero for our accounting side.
    Luckily we have our owners to help us out with our management accounts but happy to share how we do it.

  • richallumrichallum Administrator

    Thanks @Suse1969

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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