FAQ

We have been involved with the supply of FCA data since 1988, just after the Financial Services Act came into force. We have worked with hundreds of clients supplying FCA data, as well as the FCA itself

For the Firms Upload template: FRN (Firm Reference Number): As issued by the FCA. (required) Name: Your internal name for the company. Reference: Your internal reference for the company. Principal: If you wish to supply a Principal Firm Reference Number, this will be used for the applicable permissions of the FRN, most commonly associated with appointed representatives. For the Individuals Upload template: IRN (Individual Reference Number): As issued by the FCA. (required) Name: Your internal name for the person. Reference: Your internal reference for the individual.

No, the data is exactly as provided by the FCA

Yes. Unlike with the FCA register extract, this information is included.

The Principals associated with a New firm are updated overnight and then we only look for major Principals for New firms i.e. Principals with more than 10 Appointed Reps.

The FCA do not supply email addresses with the API. We do work with a trusted partner company who do supply email addresses and can refer you to them.

You download the data from our website.

Very easy. The data is provided in CSV format

Yes, you can load data into Excel. The data is downloaded in the XLSX format, which is directly compatible with Excel.

No, it takes seconds even on a domestic broadband

Yes, we can provide a bespoke service. The report may be based on a particular set of firms that you specify in your ‘watchlist’, or a particular subset of the extract (for instance firms with particular permissions). The output can be a data set, or a report highlighting recent changes, tailored to your own specific requirements. Reports can be emailed to you on a regular basis depending on the frequency needed. We invite you to discuss your specific needs with us so we can provide a tailored quotation for this service. Please reach out through our "Contact Us" form for detailed communication.

Yes, security is supplied by Wix, a world-renowned platform.

No, this is public domain data readily available on the FCA website. If we run a bespoke report for you, we will treat your watchlist confidentially as who you work with should not be divulged elsewhere.

Simply select your requirement, sign up and purchase accordingly via credit card.

You can purchase as many accounts as you wish. You may wish to set up a team account so that the whole team can access the data centrally..

No, the FCA provide their API service free of charge

The minimum term is one month. After that, you can cancel whenever you wish.

To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.

Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.

You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.