Platform
Automatically scheduled returns
Merrin schedules complaints, financial and other returns. Firms receive tasks in their Portal. Your team sees what is overdue and what needs checking.
Schedule a demoUpcoming work
Scheduled across your network
Quarterly complaints
Collecting returns
Annual Fit & Proper
Individuals invited
Annual review
Preparing evidence
Keep routine returns on schedule
- Schedule
- Choose what to collect and how often, based on each firm’s risk.
- Collect
- Each period’s return becomes a task in the AR Portal.
- Follow up
- Overdue returns raise issues. Submitted information feeds risk and the next review.
Your tasks
Oakfield Finance · AR Portal
Complaints return
Confirm firm details
Signed agreement
Make returns easier for your ARs
ARs see what you need from them, complete it and keep a history of what they submitted.
Explore the AR PortalSee what your team could stop doing by hand
Walk through onboarding, monitoring and reviews with your own oversight process in mind.