GABRIEL (GAthering Better Regulatory Information ELectronically)

(GAthering Better Regulatory Information ELectronically) is the FSAs new regulatory reporting system for the collection, validation and storage of regulatory information.  The system has been introduced to replace the retail mediation activities return (RMAR)

TCF (Treating Customer Fairly)

In principle TCF aims to raise standards in the way advisors carry out their business by making changes that benefit customers and increase their confidence in the financial services industry.

Disaster Recovery Plan

Disaster recovery planning is the method by which a business safeguards its vital infrastructure against forseen and unforseen issues that would otherwise cause the business to break down and cease to function as normal.

Financial Services Authority (FSA)

The Financial Services Authority ("FSA") is an independent non-governmental body that regulates the financial services industry in the United Kingdom. Its main office is based in Canary Wharf, London, with another office in Edinburgh.

Business Networks

witsIFA can work with a variety of differnt practice setups. Whether working through a business network or not. Our software will help advisors that use a variety of different network:

SimplyBiz network

Is a UK based provider of financial compliance services training and support, encouraging FSA best practice to financial businesses

Sesame network

Sesame is a  provider of financial advice services in Britain. Its role is to equip its financial advisers with the regulatory and product knowledge they need to provide appropriate and up to date professional advice to their clients.

O and M systems

Pension profiler

Exweb

Bankhall