Whitepapers

CASS 6 Client Assets – Reconciliations and Reporting
CASS mandates that firms must put systems and controls in place to meet their obligations to maintain their records and…
CASS, Client Money
AutoRek for Insurance – Financial and Operational Control and Governance
AutoRek offers a range of data management solutions allowing insurance firms to complete their financial, operational, risk control and reporting…
Reconciliations
AutoRek Survey: The Challenges of CASS Compliance
In the last four years investment firms and managers have been investigated and fined in excess of £180m over allegations…
CASS

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