Objectway SM&CR

Designed by Wealth Practitioners for Wealth Practitioners

A cloud-based solution designed by Wealth Practitioners to assist UK Wealth Managers to comply with SM&CR in a timely, efficient and cost-effective manner


    Objectway SM&CR

    Designed By Wealth Practitioners For Wealth Practitioners

    A cloud-based solution designed by Wealth Practitioners to assist UK Wealth Managers to comply with SM&CR in a timely, efficient and cost-effective manner

    Objectway SM&CR

    Designed By Wealth Practitioners For Wealth Practitioners

    Easily meet regulatory requirements

    Reduce administration burden

    Significantly reduce the massive administration burden of annual submission and reporting changes to the FCA. Automate the process and remove any complexities

    Focus on responsibility and accountability

    Establish a healthy culture and effective governance by encouraging individual accountability and a new standard of personal conduct. Improve clarity and focus on the duties of responsibility

    Simplify Certification Regime

    Keep track of training, timely logging breaches and generate documents for transmission to the FCA. Simplify the Certification Regime and the FCA Directory, reducing costs and errors

    How to succeed
    in SM&CR compliance?

    DOWNLOAD BROCHURE

    A scalable cloud-based system

    Born on the Cloud

    This tool requires no setup costs, is available on public cloud and the embedded Directory process is paperless. It automatically exports data into the FCA prescribed spreadsheet for uploading to the FCA’s Connect System

    Easy to Use

    Simple add your company and individual details and the tool generates responsibility maps, statement of responsibilities, annual fit and proper declaration questionnaires

    Highly Scalable

    Built to serve small, medium and large businesses, the data can be accessed any time anywhere from all devices for continuous SM&CR data management, monitoring and reviewing