Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How should a firm report a PEP/ISA wrapper – should they look through to the underlying investment?

April 26, 2017firm Investment ISA look PEP report underlying wrapper

0

Posted

How should a firm report a PEP/ISA wrapper – should they look through to the underlying investment?

1 Answer

0

Posted

At this point in time firms are not required to identify the underlying investment. PSD is a new supervisory tool and we have been keen to ensure that we do not ask firms to report data that we may not fully use. The requirements will be kept under review and may change as we (Small Firms Division) and other areas of the FSA identify other uses for PSD data.