From Monday 30th June, the FCA’s latest data request will go live for all Directly Authorised firms.

If you’re like most firms, you’re probably asking:
What’s included? How long will this take? Where do we even begin?

We’re here to help.

We’ve pulled together a panel of industry experts to break it all down and explain exactly what you need to know.

Register Here

Meet the panel:

• Vicki Hicks – CEO at Melo
• Chris Baigent-Reed – Managing Director at Jigsaw Tree
• Phil Bray – Founder at Yardstick
• Mel Holman – Managing Director at CATS

As soon as the request is published, we’ll be going live to walk you through each section. Together, we’ll cover:

• What each part really means
• Where to find the data (even the hard-to-reach bits)
• Which answers might raise flags with the FCA
• How to turn the process into a chance to strengthen your business

Whether you’re leading the charge or just want to understand what’s coming, this session will give you clarity, focus and some much-needed breathing space.

📅 Tuesday 1st July
🕙 09:00 AM
📍 Live on Zoom
➡️ Register here

Can’t join live? No problem – register anyway and we’ll send you the replay.

Meet the Author

Ben Wright