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.
Suitability reports – silver bullet, or not?
Paul Jay Compliance, Suitability DB Pension, FCA, MiFID, Pension, Pension Transfer, PI, transfer, Xplan
If you ask most advice firms which part of the advice process consumes the most time, most will reply: “Suitability Reports”. Based on the mammoth documents that some firms still produce, we can understand why. We do have some sympathy with firms though. On the one hand they’re told by the FCA that reports are […]