Create Your Watchlist
Easily define a watchlist of chosen firms that matter most to you. Whether it's potential business partners, competitors, or industry leaders, our platform empowers you to track them all in one place.
Receive Regular Reports
Choose to receive daily or weekly reports on the firms in your watchlist. Stay updated on their authorization status, permissions, and any notable changes, all at your preferred frequency. Email notifications can be sent according to your preferences
Easy Interface
Upload your watchlist by simply creating a CSV containing FCA firm reference numbers (FRNs). Download reports in CSV format once complete. Both processes are very simple to use and incorporate into your own processes.
Seamless Status Monitoring
Monitor the authorization status and permissions of the firms on your watchlist seamlessly. Our user-friendly interface provides a clear overview of each firm's regulatory standing.
Disciplinary History
Stay informed about the latest FCA disciplinary actions for the companies you’re tracking. Our service monitors updates to their disciplinary history, ensuring you have the most current insights to make informed decisions.
Appointed Representatives
Monitor changes in Appointed Representatives for the companies you follow. Our service tracks when new representatives are appointed and when existing ones leave, ensuring you’re always up to date.
Your Firm Watchlist Dashboard:
Manage and Track with Ease
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Download My Watchlist
Download your current watchlist in Excel format for easy offline access and analysis. (example)
Status Changes
Recent Status Changes in your Firms Watchlist
Change My Watchlist
Disciplinary actions in your Firms Watchlist
Appointed Reps
Recent changes to Appointed Reps of Principals in your Watchlist
Your Firm Watchlist,
Currently has x status changes in the last y days.
Ref | Frn | Organisationname | status | Businesstype | Sub_status_effective_from | Sub_status |
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