Automate your CP86 and delegate oversight processes.
We understand the process of managing your CP86 requirements can be difficult and inefficient. With this in mind we have developed an industry leading CP86 automation solution that allows firms to meet their regulatory requirements and save hundreds of hours doing it.
The CP86 module facilitates the evidenced based compliance gathering that the CBI require and provides firms with real time views of delegates, tasks and the associated compliance evidence that goes with them.
The automation of multiple processes within CP86 including initial and ongoing due diligence, risk management, Board approval and reporting allows organisations benefit a structured and efficient process that can be tailored to their exact needs.
CP86 Solution Features
The CP86 Solution provides firms with a centralised document repository, automated onboarding/due diligence process, audit trail and access to instant reporting for quick analysis.
Keep your documents in one place - collect, store and maintain files that have been gathered from funds/delegates during the onboarding and due diligence process to keep them easily accessible.
Automate the process end to end - reduce the amount of time you spend chasing responses, sending emails and collating reports in relation to delegate oversight, risk management and many other components of CP86.
One-click reporting at your fingertips - easily generate customisable reports on a regular or ad-hoc basis. Pre-save important reports for ease of access and populate them on real-time executive dashboards.