Menu
New online fees portal

The FCA is launching a new online invoicing portal on 12 April 2021 for users to access their invoices and arrange payment of their fees.

Firms should continue using the existing invoicing online portal for now but this will no longer be available after 31 March 2021. There will be no portal available until the new portal launches on 12 April 2021.

Accessing the new portal

Users will access the online portal using their Connect log in details after launch. Firms that have not yet registered for Connect will be set up with an account to access the new invoicing portal.

Firms should note that it will not be possible to view or download invoices paid before 31 March 2021 in the new portal, so these should be downloaded ahead of April.

Users that currently receive a soft copy of their invoice with their invoice notification will continue to do so.

 

Don’t forget to check Our View about this article and the Actions Required By You

New online fees portal

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

Our View

For information.

Action Required By You

Ensure any pre April invoices are downloaded before April.
SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Value text in frame

The ongoing advice charge conundrum

Compliance , , ,

A high proportion of advice firms operate a largely recurring income model and with this comes the obligation to conduct client reviews. This is a subject that raises its head frequently with firms, especially with Consumer Duty considerations. Reviews are nothing new but when MiFID II came into effect on 3rd January 2018 it introduced […]

Read More
Homework

Do you mark your own homework?

Compliance , , , , , , , , , , , ,

Most firms will have at least vague recollections of the FSA’s thematic review of pension switching and the report it produced in December 2008.   It produced a flurry of activity, but as time has elapsed it has perhaps become a distant memory, despite the high volumes of replacement business that have been and continue […]

Read More
Black magnifying glass

Consumer Duty – Identifying Foreseeable Harm

Compliance , , , , , , , ,

Niels Bohr, the Nobel laureate in Physics and father of the atomic model, is quoted as saying, “Prediction is very difficult, especially if it’s about the future!” A related axiom states: “Predicting the future is easy – the hard bit is getting it right!” And with those thoughts in mind, we can ponder the wisdom, […]

Read More
Chessboard game

Opt-out and permissions

Compliance , , , , ,

A change is as good as a rest they say. So here is a compliance related article that does not have any connection with Consumer Duty!   We recently received a query from a firm which purported to be in relation to what permissions are needed in connection with a client opting out from an […]

Read More
Copyright © 2023 FCA

Action required for most firms

Compliance , , ,

Nothing major, but take note.     The FCA has announced that it will be replacing the Financial Resilience Survey with a new financial resilience regulatory return. This will be referred to as ‘FIN073 – Baseline Financial Resilience Report’. Firms still need to complete the Financial Resilience Survey when requested to do so until the […]

Read More
Load More