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FCA filings prepared for submission
Merrin raises the required FCA filings from completed reviews. Prepared information, missing fields and next steps stay with the firm or Individual.
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Oakfield Finance · FCA filing
Review approved
Filing prepared
Submit on Connect
Next: record the submission reference
Keep track from approval to submission
- Prepare
- Filings use the reviewed information, with the FCA fields presented in order.
- Submit
- Your team completes the submission on Connect and records the reference.
- Track
- Keep outcomes, correspondence and evidence together until the filing is complete.
Annual review
Oakfield Finance
Merrin AI · 2 findings
Sarah MitchellApproved yesterday
James ClarkeAwaiting decision
Keep the decision behind the submission
A filing stays linked to the review and the information that was approved, even when live records change.
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