More time for AR oversight, less admin

Merrin handles collection, checks and preparation. Your team has more time to investigate issues and make informed decisions.

Save time: Automate collection, scheduled checks and filing preparation.
Reduce risk: Spot changes and guide your team to the findings that matter.
Prove your oversight: Keep the evidence, the decision and the action on record.

AR onboarding: Collect, review and appoint an AR in one guided process.
AR Portal: Give firms and their people a task list and secure access to their records.
Monitoring & issues: Monitor public registers and returns. Raise issues when something needs attention.
Risk & completeness: See who needs attention and the reasons behind each assessment.
Returns & tasks: Collect returns as often as each firm’s risk requires.
Fit & Proper: Collect declarations, run checks and flag findings for review.
Reviews & approvals: Schedule the review, assemble the evidence and flag what needs a closer look.
FCA filings: Prepare filing information and track your team’s submission on Connect.
Evidence & audit trail: Follow FCA filings and see who changed what, when and why.

See what your team could stop doing by hand

Walk through onboarding, monitoring and reviews with your own oversight process in mind.