FCA Regulation

Live

sp-09 · 6,900 sections · 8 FCA Handbook Sourcebooks

Navigate FCA Handbook rules, check the Financial Services Register, and research FOS decision precedent. Built for compliance officers, IFAs, and financial services firms.

6,900

Sections

8

Sourcebooks

100%

Embedded

Current

Freshness

About this specialist

The FCA Regulation specialist navigates the FCA Handbook, checks the Financial Services Register for firm authorisations, and researches Financial Ombudsman Service (FOS) decision precedent. It covers all 12 core sourcebooks including COBS, ICOBS, CONC, MCOB, SYSC, and PRIN — essential for compliance officers, IFAs, and financial services firms.

Every response references specific Handbook rules, register entries, or FOS decision numbers. The specialist supports suitability assessments, regulatory permissions checks, and complaint precedent research. It is designed for regulated firms that need fast, accurate answers to compliance queries without manually searching multiple FCA systems.

Finance Compliance Accountancy

Data Sources

8 sourcebooks · 6,900 sections
Source Status

PRIN — Principles for Businesses

handbook.fca.org.uk

Live

COBS — Conduct of Business

handbook.fca.org.uk

Live

ICOBS — Insurance: Conduct of Business

handbook.fca.org.uk

Live

CONC — Consumer Credit

handbook.fca.org.uk

Live

DISP — Dispute Resolution

handbook.fca.org.uk

Live

SUP — Supervision Manual

handbook.fca.org.uk

Live

SYSC — Senior Management Arrangements

handbook.fca.org.uk

Live

MCOB — Mortgages & Home Finance

handbook.fca.org.uk

Live

See it in action

Example queries the FCA Regulation specialist will handle.

What are the COBS rules on suitability reports for pension transfers?

Pension transfer suitability is governed by COBS 9.4. A firm must assess the client’s knowledge and experience, financial situation, and investment objectives before making a personal recommendation to transfer a defined benefit pension.

For DB pension transfers, COBS 19.1.6R requires a firm to start from the assumption that a transfer is not suitable, and the suitability report must demonstrate why a transfer is in the client’s best interests. A transfer value analysis (TVAS) must be included.

COBS 9.4 — Suitability Reports

Is firm X authorised by the FCA for insurance mediation?

I’ve checked the Financial Services Register for firm X. Here are the results:

FRN: 123456

Firm X Ltd

Status: Authorised

Permissions include: Insurance mediation — general insurance, life policies

The firm is authorised and holds permissions for insurance mediation activities. You can verify this directly on the FS Register.

Ready to navigate FCA regulation with AI?

FCA Handbook rules, FS Register lookups, and FOS decision precedent. Built for compliance officers, IFAs, and financial services firms.