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Firms Monitor

Welcome to our Firm Watchlist Management service, where you're in control of tracking and monitoring firms of interest. We've designed this platform to make it effortless for you to stay informed and proactive in managing the status and permissions of your selected firms.

Build and Manage Your Watchlist with Ease

Easily create and maintain a personalised watchlist of the firms that matter most to you whether they’re current partners, firms you want to monitor, or future opportunities. Simply upload a CSV with FCA firm reference numbers (FRNs) to get started, and download your reports just as easily. Our intuitive interface makes the whole process smooth and efficient.

Stay Informed with Seamless Monitoring

Keep track of your watchlisted firms with ease. Get clear, up-to-date insights into their authorization status, permissions, and regulatory changes ll through our intuitive interface. Choose to receive daily or weekly email reports, tailored to your preferences.

Track Key Individuals with Confidence

Gain deeper visibility into the individuals linked to firms on your watchlist. See current roles, occupational status, and regulatory associations. Stay ahead with insights that go beyond standard FCA disclosures, right from your existing watchlist.

Understand the Bigger Picture with Company Insights

Access valuable context on the firms in your watchlist with integrated Companies House data. View ultimate ownership, average number of employees, officer details, and turnover information—all in one place. These insights help you see beyond regulatory status and build a fuller picture of each firm.

Stay Ahead with Disciplinary Updates

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.

Track Appointed Representative Changes

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.

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Frn

Company Name

Business Type

Status

Date

Sub Status

Sub Date

  • Page 1

Changes to Individuals Control Functions in your Firms List

PXF01216

irn name

job name

Effective Date

FRN: 1234567

Company Name

+441234567891011

+441234567891011

FRN

Company Name

Changes to Appointed Representatives

Frn

Company Name

Crn

Ultimate Owner

Turnover
£

Employees

Officers

Country

Period End

  • Page 1

FRN

Company Name

Effective Date

Disciplinary Action

Disciplinary Action

Your Current Firm Watchlist contains X Frns

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